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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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293 results found

  1. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    496 votes

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  2. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    363 votes

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  3. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    169 votes

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  4. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    96 votes

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  5. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    81 votes

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    Idea  ·  9 comments  ·  CPQ - Pricing Table  ·  Admin →
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  6. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    45 votes

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    Idea  ·  6 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. Make the optional items in pricing table required for the customer to choose.

    44 votes

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    Idea  ·  7 comments  ·  CPQ - Pricing Table  ·  Admin →
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  8. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    40 votes

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    Idea  ·  4 comments  ·  CPQ - Pricing Table  ·  Admin →
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  9. Be able to have multiple currencies in a pricing table

    40 votes

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    Idea  ·  4 comments  ·  CPQ - Pricing Table  ·  Admin →
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  10. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    34 votes

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    Idea  ·  7 comments  ·  CPQ - Pricing Table  ·  Admin →
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  11. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    32 votes

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    Idea  ·  8 comments  ·  CPQ - Pricing Table  ·  Admin →
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  12. The ability to change the font color, style, size of the pricing table cell individually

    30 votes

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  13. Pushing SKU from Hubspot to PandaDoc.

    29 votes

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    Idea  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  14. Option to use dropdown in the pricing table

    28 votes

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    Idea  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  15. Possibility to change subtotal/total manually.

    28 votes

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    Idea  ·  3 comments  ·  CPQ - Pricing Table  ·  Admin →
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  16. 27 votes

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    Idea  ·  7 comments  ·  CPQ - Pricing Table  ·  Admin →
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  17. Ability to set up default tax for the pricing table

    27 votes

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    Idea  ·  3 comments  ·  CPQ - Pricing Table  ·  Admin →
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  18. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    25 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  19. Columns that the recipient will be able to edit (or put any info - not only QTY).

    24 votes

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  20. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    21 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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