Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
AdminElly San Juan
(Admin, PandaDoc)
shared this idea
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature for the pricing table, users with Admin/Manager roles can pre-set the tax in the Quote builder.
For more information, please click the link below!
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Caleb Morton
commented
This is so critical for us as it's just extra admin to have staff have to manually adjust tax rates every time a pricing table is added.
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Danielle Whetstone
commented
Would be hugely helpful to be able to set the entire column to calculate flat rate or percentage rather than having to change each individual cell.
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Meaghan Jeffrey
commented
Currently our organisation invoices cross border, requiring different tax % on bookings. At present functionality doesn't automatically populate from SalesForce and automatically calculate the % tax amount at the total level on the bottom of the pricing table. If you apply the %tax on the template it does, but you need to create multiple templates.
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AdminYana Martynenko (Admin, PandaDoc) commented
Tax inclusive option in pricing table (the price shows already with tax counted, tax is shown separately not as a part of the formula). The data should be able to be transferred from CRMs.