Product table to Documents

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Jaan
Jaan Member Posts: 2
First Comment

I am facing an issue, where I use product table to generate offer for customers.
Under the product table system is subtotaling rows, but I think it is doing it not as expected.
One Time fees Subtotals are correct
But period or recurring subtotals is just gives the same list as in table just without product.

In my opinion it should just subtotal reoccurring periods like this:

One time subtotal: 168
1872 monthly, Reoccurring 01/05/2024 -01/10/2024 subtotal: 9630
3978 monthly, Reoccurring 01/10/2024 -01/01/2025 subtotal: 11934

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  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 160 PIPEDRIVE TEAM
    First Anniversary First Comment First Answer 5 Likes
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    Hi @Jaan 👋

    If I'm not mistaken here, I believe you mean the fact that everything shows up in a list and ideally, you'd like for it to be separated depending on the different times presented.

    I agree that adding separations would not only make it more visually appealing but also better organized. This is still a new feature, so your input is greatly appreciated. We'll turn this post into feedback so that other users can see it and upvote it.

    Thanks for the feedback!

  • Jaan
    Jaan Member Posts: 2
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    Actually this should be summary, but it just copy content from table above.