584 results found
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Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
1 vote -
1 vote
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Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)
Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)
1 vote -
Split pricing table
Split pricing table
13 votes -
Require pricing table to be filled out before being able to send out a document
The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.
3 votes -
Apply the search in the product catalog to similar words, not just identical ones
a way to search for words appearing anywhere in the item record
3 votes -
Search for product catalog items by category
Option to search for product catalog items by category
1 vote -
Edit font family for catalog items Name and Description within Catalog
Edit font family for catalog items Name and Description within Catalog
4 votes -
Set the recurring payment to stop after certain period or number of iterations.
Option to collect payment on the payment gateway
- will allow the user to view or collect payment within the document
3 votes -
Ability to update 'grand_total" using API.
It would be helpful to have the ability to update 'grand_total" in a document using API
2 votes -
Show merge rules for Quote builder in Editor
I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings
1 vote -
Show before and after discount pricing on the LINE ITEMS in Quote Builder
I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.
1 vote -
[QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.
To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
For example, a product item with a recurring charge 10 USD/month for half a year.
After 6th collection - it automatically stops.2 votes -
Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. 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:
- 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.
- 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.
- 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:
- Prepare Your Table: Ensure your…
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Sync document value with custom payment amount
Update document value when set up a custom payment amount in the payment block.
5 votes -
Disable option for $ in a discount column
Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.
1 vote -
Fix Bug: Number formatting wrong in PDF export
When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
Please fix this issue.2 votes -
'decline services' zero out the total in the whole price table
able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.
2 votes -
show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
7 votes -
Ability to share Product catalog with contacts without a PandaDoc account
It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.
3 votes
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