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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

   Caleb Morton supported this idea  ·  Jan 23, 2024
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   Caleb Morton commented  ·  Jan 23, 2024  ·  Edit…  ·  Delete…

   This is so critical for us as it's just extra admin to have staff have to manually adjust tax rates every time a pricing table is added.

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