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1. Payment schedule calculations

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Ryan Christopher supported this idea  ·  May 24, 2022

2. CPQ calculations: Excel Formulas.

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) 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.

   Ryan Christopher supported this idea  ·  Jan 4, 2022
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   Ryan Christopher commented  ·  Jan 4, 2022  ·  Edit…  ·  Delete…

   We provide financing options for our products and services. Currently, we need to manually multiply the Total Amount by the payment factor. For example, if the total amount is $7500 and someone wants to know what their monthly payment will be for 60 months at 6.99%, the payment factor is the Total amount multiplied by 0.0198. This gives you a monthly payment of $148.50 per month.

   With the ability to have options within the pricing table, the total amount can change, thus making it nearly impossible to come up with every monthly payment option for multiple finance options.

   Having a field that is based on a formula for the pricing total variable, will allow an automatic calculation for presenting low monthly payment options. A huge selling and closing tool!

   one way to address this is by inserting a formula based on the (Pricing Table.Total * 0.0198).

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