[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Nick Martino commented
Having rules and formulas to build complex logic does not solve the 'How much margin am I making on the items in quote builder?' or 'How much margin am I making on this entire proposal?'
This was a two click data point to gather with a pricing table, why does the upgraded and more expensive version not include something simple like 'Is this a good deal for me?'
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Matt Bynum commented
The proposed existing solution does not do the same thing as what is being asked here.
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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