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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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334 results found

  1. copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.

    6 votes

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  2. 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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  3. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  4. 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

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  5. Be able to set up discounts for catalog items and insert the items with those discounts

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  6. 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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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. 6 votes

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    Idea  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  8. Duplicate price column in a pricing table.

    6 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  9. 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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  10. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 votes

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  11. Ability to mass import for volume-based pricing via CSV

    5 votes

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  12. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  13. show cost and profit margin per line item even when the document is sent/completed

    5 votes

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  14. 5 votes

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  15. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    5 votes

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  16. Moving pricing table sections above column names

    5 votes

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  17. 5 votes

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  18. 5 votes

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  19. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    5 votes

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  20. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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