Settings and activity
3 results found
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2 votes
An error occurred while saving the comment Kevin Au supported this idea ·
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3 votes
An error occurred while saving the comment To give a practical example: If I need to charge a flat 20% VAT, I don’t want my sales team manually calculating and entering the tax as a dollar amount. If they adjust any pricing table details, they’d have to recalculate the tax manually. It makes much more sense to apply VAT as a percentage, so any changes to line items, prices, or quantities automatically update the total tax.
The problem: Customers can’t see the actual tax amount—it only shows as a percentage in the quote. It’s important for them to clearly understand what they’re paying for goods/services vs. tax. For example, if the goods total $50,000 with 20% VAT, the customer only sees the grand total of $60,000. To find the VAT amount ($10,000), they’d have to subtract the pre-VAT total. While this is simple in this case, more complex pricing makes such mental math inconvenient.
Another issue: When toggling between % and $ in tax settings:
1. Switching from % to $ correctly displays the dollar amount, but it no longer shows the original percentage.
2. If I adjust line items while displaying tax as $, the tax amount doesn’t recalculate. I have to switch back to %, make changes, and then switch to $ again.Overall, this feels unnecessarily complicated just to display basic tax info. When you buy something in a store, the receipt shows both the % and $ amounts—why force us to choose one over the other?
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32 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment We chose PandaDoc specifically for the flexibility of the new CPQ product released in late 2024. It’s surprising that quotes—a core component of CPQ workflows—are not compatible with the download .docx functionality, which is fundamental to PandaDoc. The explanation that this hasn’t been built into the feature set gives the impression that the feature is incomplete.
Moreover, based on the comments here, it seems this has been a known issue even before CPQ’s release. Like others have mentioned, many of our customers’ legal teams prefer Word exports for redlining. The absence of this functionality creates a significant gap in our CPQ implementation and rollout plans. This may hinder our ability to secure internal buy-in for the new platform, especially when the only explanation we can offer is that “the feature doesn’t work, even though the download button is visible.”
Discounts are typically shown as a negative number or in brackets, to differentiate them from a paid line item. This is an ask from our finance team to ensure clarity with our customers.