602 results found
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Pricing Table calculations: Excel Formulas.
Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.
665 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
440 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Conditional Logic set up in Pricing tables
Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.
225 votesHi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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[Pricing Table] display Subtotal without Line Item taxes/discounts
Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
(Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)128 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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.
124 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! -
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.
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Conditional discount (amount)
Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
from £20,001 up = 15% discount.66 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
58 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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Pricing table: separate design option for total sections (adjust design for totals individually)
The ability to change the font color, style, size of the pricing table numerical values and totals individually.
55 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:
- Hide the total section and add text block below the pricing table.
- Use Pricing table total variable or any other that you'd need to adjust.
- Change format as needed via Text design.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Use Multiple Currencies in a Pricing Table
Be able to have multiple currencies in a pricing table
53 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!
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50 votes
Hi. 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!
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Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
50 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature for the pricing table, users with Admin/Manager roles can pre-set the tax in the Quote builder.
For more information, please click the link below!
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Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).
Columns that the recipient will be able to edit (or put any info - not only QTY).
48 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
47 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Dropdown in the pricing table
Option to use dropdown in the pricing table
46 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Pricing Table (Quote Builder): Input negative quantity / value.
ability to input negative quantities (when users are removing products from their master contract)
Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that45 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email.
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Grand Total for 2 Different Pricing Table
is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two
43 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!
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Flexible pricing table images: adding directly to the pricing table
More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns
40 votesThe status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
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