Settings and activity

1 result found

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

   50 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Solution Exists  ·  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, we made some improvements to our product that may help you cover those scenarios namely:

   • Formulas
   • Rules
   • Lookup Tables

   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.

   An error occurred while saving the comment
   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.

   Save Submitting...
   Meaghan Jeffrey supported this idea  ·  Mar 4, 2021