Price Calculation ---> panda doc

Sam Vickers
Sam Vickers Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Hi There.  Been playing with Pandadoc integration for Doc signing and sales agreements and like what I see.  Our problem is with pricing.  Currently our master stock list will not work with Pipedrive.

As such I don't see a way of utilising the product list and pricing tools.  

We price each item individually and of course enter that in the deal value field, and can add additional fields for trade in value, deposit due etc.  I don't have a problem filling these in manually at the pipe drive deal stage. 

how ever when we want to then create a sales agreement in panda doc, uplifting these numbers from the pipedrive fields, then need it to be able to calculate tax  and total inclusive price as additional fields. 

I see Panda has a product fields table that can do the calculation but It doesn't look like it can pull source info from a deal field in pipedrive.

Does this make sense?

Any ideas greatly appreciated

thanks

 

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited March 2021 #2

    Hi @Sam Vickers , have you tried our native Sales Documents feature? It pulls in data from Pipedrive and there are more developments on the way, see here.

    Learn all about it:

     

    To stay on top of what's happening, this is where we make all product update announcements, make sure to follow them: 😉

    • Follow What's Planned to know what we're currently working on and what’s to come.
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