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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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334 results found

  1. 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.

    26 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  2. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    25 votes

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    Idea  ·  5 comments  ·  CPQ - Pricing Table  ·  Admin →
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  3. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    23 votes

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  4. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    20 votes

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  5. 19 votes

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    Idea  ·  7 comments  ·  CPQ - Pricing Table  ·  Admin →
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  6. Hide rows in a pricing table

    17 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  7. Ability to import information from Excel to pricing tables

    13 votes

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    Hi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data. 

    Here's a quick guide on how to do it:

    1. Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
    2. Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
    3. Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.

    For copying into a pricing table specifically:

    1. Prepare Your Table: Ensure your…
  8. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  9. Resize text, pricing table/table like an image block in blank page & cover page

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  10. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  11. Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    12 votes

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  12. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    12 votes

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  13. 12 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  14. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  15. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  16. 11 votes

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  17. Option for column totals in the pricing table

    11 votes

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  18. 11 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  19. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    10 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  20. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    10 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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