Conditional Logic set up in Pricing tables
Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.
Ken McKibben commented
We often offer multiple options that are exclusive, meaning if you select one of the options, the others should be deselected.
Kealan Coleman commented
Agreed, we would like to be able to have a pricing table section be visible if there is live data from Salesforce, and to be invisible in the absence of relevant data for that section (i.e. no labour charges would not show a "Labour" section heading with no products and pricing, or a Discount section will appear when there is a corresponding product category sync'd from the Opportunity in Salesforce).
This would help automate the process of having a master template to cover all scenarios with minimal manual editing, purely by populating the products that are actively contained in the pricing table.
Does that make sense? I may have some of the wrong and would love to be corrected (wouldn't it be wonderful if this is possible, and I simply don't know!! ha ha!).
Alison Henry commented
This is critical for my team. Agree with Steve below "Plus if customer changes the quantity of product A then product B quantity changes to match it"
ViOS Co-working commented
In our case, this would help apply selective charges in pricing tables
Christian Turner commented
Conditional discounts would be great - if the client selects x number of product, then apply a y% discount
Steve Hodson commented
Plus if customer changes the quantity of product A then product B quantity changes to match it
Yana Martynenko commented
Situation: contract, several pages.
The client selects options on page X and they are automatically illustrated on page Y.
AdminMasha Kisel (Admin, PandaDoc) commented
if there's a way to auto-insert catalog items into a document based on some kind of trigger. I am attempting to automate a creation of a price list with margin calculations, and seem to be missing an option to force the template to reference catalog items instead of simply filling it out.
Yana Martynenko commented
The option to set the tax automatically depending on conditional factor.
AdminMary Yamson (Admin, PandaDoc) commented
Set automatic discounts on a pricing table depending on the QTY order of their customers. The question from customer is : could you lmk if the discount could be set to automatically kick in at certain volumes? same with delivery, like if order value is over 100 our 15 pound delivery charge disappears?
[Deleted User] commented
Should be able to set up conditional pricing table.