Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total
Feature Request Description:
Summary:
-Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.
Problem:
-When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the groups. Applying discounts manually at the line or table level for one‑time items is error‑prone, especially with large or dynamic quotes.
Desired Outcome:
Allow users to designate how total‑level discounts are allocated:
-Apply discount to one‑time items only
-Apply discount to recurring items only
-Apply discount across both (current behavior)
Provide two clear totals at the bottom:
-Final One‑Time Total (discounted)
-Monthly Total (unaffected unless chosen)
Ensure totals and summaries reflect the allocation cleanly in both the document and the customer-facing PDF.
Key Requirements
-Discount allocation rules configurable per pricing table or per group (one‑time vs. recurring).
-Consistent calculations across editor, preview, and generated PDFs.
-Backwards compatibility with existing templates and documents.
-Minimal additional setup for sales reps; ideally defaults with a simple toggle.
Value
-Reduces manual adjustments and risk of misquoting.
-Improves clarity for customers by clearly separating one‑time and recurring charges.
-Supports common SaaS and services quoting patterns where promos or setup fee discounts should not reduce ongoing subscription revenue.
Example:
1. One‑time items: $5,000 with a 10% promo → Final One‑Time Total: $4,500
2. Monthly items: $750/month → Monthly Total: $750
3. Bottom of quote shows exactly two totals as above.