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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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333 results found

  1. Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.

    The idea is to trigger products fetching event after the bundling event.

    2 votes

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  2. Smart Content feature for Pricing table

    29 votes

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  3. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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  4. Pricing table columns to reflect pricing with/without discount

    2 votes

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  5. Will allow the user to set different pricing tiers per product.

    1 vote

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    • will allow he user to set tailored discount based on a specific factor
    1 vote

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  6. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    1 vote

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  7. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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  8. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  9. optional item - automatically populate the price and hide when not chosen

    3 votes

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  10. Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.

    1 vote

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  11. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  12. 1 vote

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    • option for the user in adding Total cost in the pricing table
    1 vote

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  13. Will allow the user to set conditional logic for Qoute builder

    7 votes

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  14. Functionality for one row of a pricing table to update other rows

    1 vote

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  15. Customer wants to enable recipient option on the pricing table for quantity in the template level when data merge is enable

    1 vote

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  16. I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.

    2 votes

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  17. 1 vote

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    • the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
    1 vote

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