68 results found
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi,
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https://support.pandadoc.com/en/articles/16442466-conditional-approvals-with-quotes-new-experience
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Adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
2 votesHi,
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Including Bundle Item Prices in Quote Builder Subtotal
The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.
2 votesHi,
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Quote builder block. Working with product bundles
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(On Quote Builder) Keep terms from being modified after edit
Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.
2 votesHi,
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Add options to "you'll save" row in the Quote Builder
I would like to indicate for the recipient how much they will save per year or quarterly, not only per month
2 votesHi,
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[Quote Builder] Stack items in 1 horizontal line formation only
stack items in 1 horizontal line formation only
2 votesHi,
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Stop Quote Builder from Floating to the top when adding a Row
Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.
2 votesHi,
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Edit bundled products within Quote builder
I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.
2 votesHi,
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Create product bundles within Quote builder
Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.
2 votesHi,
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[QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.
To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
For example, a product item with a recurring charge 10 USD/month for half a year.
After 6th collection - it automatically stops.2 votesHi,
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Pull custom fields into the Quote builder
Pull custom fields into the Quote builder
2 votesHi,
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to have multiplier applied to product price column
Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.2 votesHi,
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cutomize/modify catalog items in the csv file
add spaces in a description column in csv so they will be visible in the catalog for relevant items
2 votesHi,
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editing content in quote builder
Edit content directly within the columns without having to open the Edit Quote page.
1 voteHi,
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Quote UX imppovements (to match pricing table options)
The client needs to make sure the design of their quotes is EXACTLY as it used to be - they were using pricing tables before. Now that they moved to CPQ, there are some quote design limitations that are critical for them:
Bold column headers
Alternate row colours
Italic description1 voteHi,
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https://support.pandadoc.com/en/articles/14019817-pricing-tables-are-being-upgraded-to-quote-builder
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Quote builder: ability to wrap product description
I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!
1 voteHi,
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To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".
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Ability for the internal team members to view product bundle details if they're hidden for the recipients.
Ability for the internal team members to view product bundle details if they're hidden for the recipients.
1 voteHi,
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HubSpot product text column to Pricing Table
Customer would like to pass product text column to PT from HubSpot
1 voteHi,
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Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 voteHi,
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