[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
AdminDaria Serebriakova
(Product Ops Coordinator, PandaDoc)
shared this idea
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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AdminAnonymous (Admin, PandaDoc) commented
feature is available from the Pricing Table, so having equivalent functionality on the Quote Builder should be prioritized.
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Jenna Domenici commented
It seems when anyone is making a sale the profit margin is the most important figure to consider when evaluating the list price and the customer buying. Without seeing the profit margin automatically we're left doing manual calculations. It seems quite silly that the Pricing table would include this feature but the quote builder add-on wouldn't. I am happy I made this discovery prior to purchasing the enterprise subscription with the quote builder add-on.
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Fenil Patel commented
This is very important as we need to have view on profit margins to adjust client expectations on the go. And functionality is there for price table then what's left? CPQ has numbers and function is already created in backend for pricing table. Thiis has been reported since 2022 and we are still waiting as enterprice customer since last 1 year.
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Lloyd Vickery
commented
When adding a product, they wanted to costs to be reflected in the prices with margins and not have to manually go in and edit the margins on the pricing. Efficient way to adjust margin in app versus arrhythmically
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Amanda Sutt commented
Yes! Our sales team needs this! Adding the cost of goods in the Quote Builder isn't very functional if we can't see it after the proposal is signed.
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Jamie Venlet
commented
Would really like this. Would also like to see the ability to restrict certain roles from seeing profit margin.
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Alvin Jorge PandaDoc commented
cost profit margin to be available in Quote builder
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niels bol commented
If this does not get added soon i will leave pandadoc. I cannot manage my sales team if i cannot easily acces the profit margins