Multiple Pricing Tables

Comments

6 comments

  • Official comment
    Avatar
    Patrick Marmion

    Hi Paul,

    Yes unfortunately the standard zapier Action to create a pandadoc is limited to a single pricing table. However, you can programatically build a custom request body and call our API from a zapier action. You can find more about this API call in the documentation here: 

    https://developers.pandadoc.com/reference/create-document-from-pandadoc-template

    This would allow you to push data to multiple Pricing Tables. 

    Comment actions Permalink
  • Avatar
    Rocky Dohmen

    Hi Bruce, 

    Yes it is possible to have multiple pricing tables and pull the total amount of all tables. You can combine the totals of all the table using the [Document.Value] variable, and there are multiple variables for each table:

     The [Document.Value] variable is also something available in Zapier. 

    Thanks!

    0
    Comment actions Permalink
  • Avatar
    Bruce Fillmore

    Rocky,

    Thanks, that's just what I did, I broke a pricing table up into multiple tables, instead of sections within the same table.  Seems to work fine. (then I hid all the subtotals etc, to make them much shorter.)  It would be nice to have sub-items under a main item still though. 

    Like;

    Blue shoes

    1. Size 10  qty  $ea.
    2. Size 11  qty  $ea.

    Red shoes

    1. Size 10  qty  $ea.
    2. Size 11  qty  $ea.

     

    Bruce

    1
    Comment actions Permalink
  • Avatar
    Paul Kariniemi

    Since PandaDoc doesn't seem to be able to create multiple line items in the pricing table through zapier, how can I create multiple pricing tables?

    My template has two pricing tables. But, when I create a zap, PandaDoc only shows one.  How can I add additional pricing tables through a zap?

    0
    Comment actions Permalink
  • Avatar
    Lindsay Meloy

    Hi all, 

    The [Document.Value] variable was a very interesting one to learn about, but it doesn't serve the use case that I have. We use 3 pricing tables in our quote - Subscription, One Time Fees, and Calibration. In year 1 of our contract, the client pays the Subscription total + the One Time Fees total. In subsequent years, they pay Subscription + Calibration. 

    Is there a way to add together the totals of two pricing tables? i.e. =sum(pricingtable1total+pricingtable2total)

    This seems like a very simple function that must exist, I am just not finding it...

    0
    Comment actions Permalink
  • Avatar
    Christopher Ragland

    Hello Lindsay,

    Thank you for your comment!

    This functionality is not available at this time outside of adjusting the Document Value so that it contains specific pricing tables. Please feel free to leave us feedback in our Idea Portal so that our product team can be aware. We appreciate this feedback so we can improve the product to better serve you!

    However, I have an idea for this case.

    With the Payment App, you have the ability to select specific pricing tables to be used in the document total for payment.

    For this case, you could take the first payment for the Subscription + One Time Fees total, and then you can take subsequent payments in the payment integration you use. You can set up a recurring charge with Stripe, Square, and Authorize.net. 

    Thank you for choosing PandaDoc!

    0
    Comment actions Permalink

Please sign in to leave a comment.