Conditional discount (amount)
Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
from £20,001 up = 15% discount.
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Sonia Serra commented
This has been raised several times now. Customers would like to know if this is possible or not.
Conditional discount based on amount + based on time duration as conditions would be highly desirable. More discount can be given when signed within timeframe x or when the value is above y.
This idea is 3 years old by now. It has been upvoted 5+ times and received a list of positive comments. When is it enough for PandaDoc to pick up on this?
Michael Angelo Miguel commented
Aside from the amount of spend, add time duration as condition.
Melissa Thrush commented
The ability to add conditional discounts would be helpful. Select catalog items #1 and #2, apply $X or X% discount automatically.
AdminSara Rodriguez (Admin, PandaDoc) commented
Today, the pricing table calculations are a bit simple. It would be ideal to be able to calculate based on a SFDCs products effective date to adjust ARR price based on the number of quarters a product has been purchased in.
Lena Panfilenko commented
To have a function to set a discount to be added only when someone has checked off all optional items
Success Stories commented
We offer our clients a discount starting from 3 items. Is it possible to only add the discount when a certain amount of items is reached?
Vladislav Avsievich commented
Apply an additional discount if the document is signed before the specific date
AdminShannon Morgan (Admin, PandaDoc) commented
Offer a conditional discount based on time- For instance, if the customer approves within the first 7 days after receiving the quote, they'll get 10% off, but if after the 7 days pass, the 10% discount option is removed.