Settings and activity

3 results found

1. Show price before and after discount (tax, fee)

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   22 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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!

   Quote Builder

   Siew Bee Lee shared this idea  ·  Jan 26, 2021

2. Add up multiple pricing tables to create a summary table

   133 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   - Quote Builder

   - Quote data fields

   - Quote rules

   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.

   Siew Bee Lee supported this idea  ·  Jan 26, 2021

3. CPQ calculations: Excel Formulas.

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   677 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   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.

   Siew Bee Lee supported this idea  ·  Jan 26, 2021