Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
5
votes
Daniela Bumatay
shared this idea
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Jay Reagan
commented
Our team currently has to use an excel sheet to calculate unit pricing before they input into PandaDoc. Would be nice if quote builder had basic unit calculations in doc so the team could just input a budget, and it would spit out the deliverable units. We have a few different unit calculations, but they are simple such as a price per thousand units.