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1. Option for Quarterly Billing pricing in the catalog

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   2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   You can check this article to learn more about the available billing frequencies and recurring products in PandaDoc CPQ:

   https://support.pandadoc.com/hc/en-us/articles/8241999336471-Product-Catalog#h_01GFR0ZZQKH142C9PDMERM4YCP

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   Jason McKenzie commented  ·  May 9, 2023  ·  Edit…  ·  Delete…

   This is a big blocker for us because if we dont have the option to create quarterly it means we cant use quoting at all because in a contract we give customers 2 pricing options (ie. quarterly and annually) and you can't necessarily have stripe linked to one quote vs another in the same template. And then we will be moving backwards in regards to going back to manually having to create customers and subscriptions in Stripe.

   If we can't figure this out we have to look at other proposal integration options within salesforce.

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   Jason McKenzie supported this idea  ·  May 9, 2023