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Ideas to Improve PandaDoc: CPQ - Pricing Table

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Pricing Table - set up Default Tax: Tax calculations

Ability to set up default tax for the pricing table

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Elly San Juan shared this idea  ·   ·  Admin →
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Being evaluated  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded  · 

Hi, 

Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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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.

  • 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.

  • Yana Martynenko 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.