Focus: The focus of this self-help article is to provide steps and information about the Cost and Profit margin calculation for PandaDoc
What is Cost and Profit Margin?: The cost and profit information will show up at the bottom of the pricing table. Cost is added to the pricing table per the total of all the Cost fields for all items in the pricing table and Profit will show the value and percentage. Profit is calculated by (Price-Cost) / Price.
Feature availability: This feature is available for the PandaDoc Business and Enterprise plan. Please login and then go to the Add-on Store found on the bottom left side of your PandaDoc account to enable. Click here for more information.
Step 1: Adding Cost values to your Catalog items. Once enabled, go to Catalog and open any Catalog item. Here you will see all the fields associated with Catalog items and you can enter in a cost. Please note: If you do not use a value or (0-Zero) for the Cost field, when the calculation is performed is will use the Price value for the Cost value. This information does not show to your clients.
Step 2: Using the Pricing table block and enabling the Cost and Profit margin feature. Once you have added your Cost data, you can open a template/document that you have used the pricing table block. Add your items and then the use the right side settings, look for “Show Profit and Margin”.
Please note that when you use this, this will NOT show to your clients.
To check the cost field for each items added. Select the item in the table, you will see “Row” settings on the right. See the Cost field.
For more details on how to add Catalog items, click here.
For more details on how to use the pricing table block, click here.