We would like to request that the Price column in the Quote Template support full formula functionality, similar to the existing Formula column type, but with the ability to directly reference column values within the Quote Template framework.
Use Case Context:
In our quoting process, each line item has multiple dynamic components, typically including:
Unit Cost(numeric, e.g. material cost per unit)Labor Rate(numeric, e.g. installed labor per unit)Material Markup(percentage)Labor Markup(percentage)
The final Price for each line item would typically be calculated as:
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Price = ((Unit Cost * (1 + Material Markup)) + (Labor Rate * (1 + Labor Markup))) * Quantity
Feature Request Details:
- Allow the Price column to support referencing other columns (standard numeric columns, dropdowns, or even formula columns).
- Allow embedded formulas with arithmetic operations, nested conditions (IF/ELSE), and support for percentages.
- Ensure recalculation on field updates to keep dependent pricing up to date.
- Optional: Allow formula templates or reusable expressions within the Quote Template configuration for consistency across line items.
Example Formula Syntax (Monday-style):
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(( {Unit Cost} * (1 + {Material Markup}) ) + ( {Labor Rate} * (1 + {Labor Markup}) )) * {Quantity}
Why this is important:
- Removes redundant manual price entry.
- Supports more accurate, real-time quoting for businesses with layered pricing models.
- Allows greater adoption of Quote Template for companies with multi-component costing structures.
This would significantly improve Quote Template functionality for more advanced users with construction, manufacturing, or service-based pricing models.