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1. [Quote Builder]: profit and margin

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   10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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
   • 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
   Lloyd Vickery commented  ·  Jul 3, 2024  ·  Edit…  ·  Delete…

   When adding a product, they wanted to costs to be reflected in the prices with margins and not have to manually go in and edit the margins on the pricing. Efficient way to adjust margin in app versus arrhythmically

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