Option for Quarterly Billing pricing in the catalog
Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.
Jonathon Gillis
shared this idea
You can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:
https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP
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Jason McKenzie commented
This is a big blocker for us because if we dont have the option to create quarterly it means we cant use quoting at all because in a contract we give customers 2 pricing options (ie. quarterly and annually) and you can't necessarily have stripe linked to one quote vs another in the same template. And then we will be moving backwards in regards to going back to manually having to create customers and subscriptions in Stripe.
If we can't figure this out we have to look at other proposal integration options within salesforce.
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AdminLori Nolen (Admin, PandaDoc) commented
My customer has specifically asked for this option as well: I am looking for the functionality of recurring quarterly billing when writing contracts and sending them to clients. I only see 'Weekly, Monthly, and Annual' as options. Email from: joshm@wizehire.com