639 results found
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Delete the catalog in one click
Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one
8 votes -
To pull in a CRM field value as document value: populate Document Value from CRM integration
Make Document.Value to populate from integration/API directly.
5 votes -
catalog sharing across workspaces
catalog sharing across workspaces
22 votes -
Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
1 vote -
Subsection in the pricing table
Subsection in the pricing table
1 vote -
ability to setup sorting in the pop-up window when adding items from catalog to a pricing table
ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table
4 votes -
Please create a paid document signing only subscription
I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).
3 votes -
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.
442 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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Save Products From Pricing Table to Catalog
To have the option to save a product from the pricing table to the catalog for manually added products
8 votes -
cutomize/modify catalog items in the csv file
add spaces in a description column in csv so they will be visible in the catalog for relevant items
2 votes -
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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Refresh Pricing table and Data with MS Dynamics
Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.
4 votes -
2 votes
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1 vote
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1 vote
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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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Ability to set document value to pricing table subtotal
I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes
5 votes -
Hidden column
I would like to see a hidden column where I can put part numbers and maybe even our cost in the proposal without using the product catalog. Also a way to final print a completed proposal with out pricing for my installers.
1 vote -
Option on the pricing tabler to put notes on the currency column
Option on the pricing tabler to put notes on the currency column.
- Will allow the user to put notes on the currency
1 vote -
Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
9 votes
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