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.
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas.
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Ashley Day commented
This would be amazing! Especially if clients are working within a specific timeline for a promo to be available. I.E. if they pay by x date then the promo is active. Once that date passes, the promo drops off automatically.
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AdminSonia Serra (Admin, PandaDoc) commented
This has been raised several times now. Customers would like to know if this is possible or not.
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pipedriveadmin
commented
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?
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Michael Angelo Miguel commented
Aside from the amount of spend, add time duration as condition.
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Melissa Thrush
commented
The ability to add conditional discounts would be helpful. Select catalog items #1 and #2, apply $X or X% discount automatically.
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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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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.
