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1. Pricing Table - set up Default Tax: Tax calculations

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   4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature for the pricing table, users with Admin/Manager roles can pre-set the tax in the Quote builder.

   For more information, please click the link below!

   Add and set up quote builder

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   Meaghan Jeffrey commented  ·  Mar 4, 2021  ·  Edit…  ·  Delete…

   Currently our organisation invoices cross border, requiring different tax % on bookings. At present functionality doesn't automatically populate from SalesForce and automatically calculate the % tax amount at the total level on the bottom of the pricing table. If you apply the %tax on the template it does, but you need to create multiple templates.

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   Meaghan Jeffrey supported this idea  ·  Mar 4, 2021