Advanced CPQ
Improvements for Catalog, Pricing table, etc.
AdminValeria Pochapskaya
(Admin, PandaDoc)
shared this idea
4 comments
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Anonymous
commented
We are a software company and we use range of magnitude estimates. Since Panda Doc only offers fixed price options, we have to use regular tables instead of pricing tables. This takes a long time and is not efficient. It would be great if I had the option of entering a minimum and maximum price for each line item and a total minimum and maximum at the bottom. If this feature is already available, it would be big deal to us to know how to use it.
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Brenda Weaver
commented
Setting up a template for travel and the $ amounts for some items need to be user friendly. User needs to enter the quantity ie for lodging expense. To have them use the quantity for the change is weird - they would be confused.
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Inna Babii
commented
link one product to another within catalog items (for example if something goes as a package)
"one other thing that would be very helpful is to set if a catalog item should have tax/GST on it or not" -
Andrew Arbuckle
commented
We really need the functionality of a loan calculator or at minimum to be able to perform basic calculations from the document total. The vast majority of product we sell are sold under finance and customers want to know repayments. Another simple use would be for showing deposit totals in the quote, ie 10 or 15% of document total that would update as the customer selects different options in the proposal.