325 results found
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Add up multiple pricing tables to create a summary table
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.
106 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Additional column in pricing table
Add additional column in pricing table (optional) example;
1 LF of product = 20.3sqft of product.
To be calculated automatically based on data from catalog.
And have list of suffixes for each, set in catalog.1 vote -
add the same image for multiple items in the catalog at the same time
add the same image for multiple items in the catalog at the same time
1 vote -
4 votes
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Product catalog to track the items stock
Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog
6 votes -
3 votes
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Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
35 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
57 votesHi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. -
3 votes
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Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes -
1 vote
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Quickly switch between multiple taxes for different regions
when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.
1 vote -
Passing separate unit discount from Hubspot
There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.
6 votes -
Discount for catalog items (products)
Be able to set up discounts for catalog items and insert the items with those discounts
6 votes -
Pricing Table: Duplicate sections, Save sections, Merge Tables.
It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!
3 votes -
Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 votes -
References in the Pricing Table
Ability to add references to the pricing table.
8 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
Automatically Calculate Exchange Rate
Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years
6 votes
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