675 results found
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Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
8 votes -
convert a quote builder block from a proposal into a spreadsheet
convert a quote builder block from a proposal into a spreadsheet
2 votes -
2 votes
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Pull SFDC products upon bundling
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 -
Ablity to edit font size in quotes
Ability to edit font size in quotes after CRM data merge
1 vote -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 votes -
Add sub-bullet points to the bullet points in the catalog.
Now it is only possible to have bullet points in the description, but there is no way to add sub-points under bullet points. Could we add bullet points to the bullet points in the catalog?
1 vote -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
11 votes -
Different pricing tiers per product
Will allow the user to set different pricing tiers per product.
1 vote -
Make two payments on the same document
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 -
Ability to unselect the product within the quote if a single-line selection is set up for the quote.
Ability to unselect the product within the quote if a single-line selection is set up for the quote.
1 vote -
[Pricing table]: show line item fee total in the total
Option to show line item fee total (similarly to line item tax total) in the total of the pricing table
5 votes -
Apply pricing table number of decimals to calculations also
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 -
Catalog picture upload will have 3x2 ratio to fill the image frame properly
Catalog picture upload will have 3x2 ratio to fill the image frame properly
1 vote -
Ability for the internal team members to view product bundle details if they're hidden for the recipients.
Ability for the internal team members to view product bundle details if they're hidden for the recipients.
1 voteHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
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1 vote
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Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
3 votes -
optional item - automatically populate the price and hide when not chosen
optional item - automatically populate the price and hide when not chosen
3 votes -
Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote -
2 votes
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