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.
Yana Martynenko
shared this idea
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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.
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Lena Panfilenko
commented
To have a function to set a discount to be added only when someone has checked off all optional items
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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?
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Vladislav Avsievich commented
Apply an additional discount if the document is signed before the specific date
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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.