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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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333 results found

  1. 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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  2. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    9 votes

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  3. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    9 votes

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  4. 9 votes

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  5. ability to have a check box to make an entire pricing table optional

    9 votes

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    Idea  ·  3 comments  ·  CPQ - Pricing Table  ·  Admin →
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  6. Ability to add references to the pricing table.

    9 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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    • Will allow the sender to add custom variable on the Pricing table
    8 votes

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  7. 8 votes

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  8. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  9. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  10. Will allow the user to set conditional logic for Qoute builder

    7 votes

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  11. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    7 votes

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  12. calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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  13. Option to delete a section header in the Pricing table without deleting the rows within the section

    7 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  14. 7 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  15. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  16. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  17. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  18. Ability to increase the number of decimals within product catalog

    6 votes

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  19. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    6 votes

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