576 results found
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[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
5 votes -
Calculate a total for a pricing table plus a regular table
Calculate a total for a pricing table plus a regular table
2 votes -
add GST currency ( Green Satoshi Token) to the document value
add GST currency ( Green Satoshi Token) to the document value
1 vote -
Allow Recipient Suggestions/Redlining in Pricing Tables
There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.
Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.
1 vote -
show the VAT (value added tax) and the gross before tax/vat in Quote Builder
It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder
5 votes -
Pricing Table will update once line item is added on the Deal [CRM]
- Will allow the changes like added lin items will reflect on the pricing table
3 votes -
Move Pricing Table Properties to the Pricing Table Theme Settings
Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.
1 vote -
Quote builder: option to add tax to total contract value
In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.
1 vote -
Automatically order products by SKU when adding to pricing table
Automatically order products by SKU when adding to the pricing table
2 votes -
1 vote
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[Quote Builder]: profit and margin
Option to use Profit and Margin app with Quote builder
35 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 -
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.
50 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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Ability to have a toggle for Annual or Monthly pricing in the Quote Builder
It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.
3 votes -
[Quote Builder]: Insert page breaks in Quote
To better manage item distribution in Quote Builder during PDF rendering.
12 votes -
3 votes
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Enhanced CSV capabilities for bundle and product options updates on Catalog
Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates
3 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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Ability to use keyboard shortcuts to navigate the Quote builder
Ability to use keyboard shortcuts to navigate the Quote builder
1 vote -
pre-select item in quotes and lock it so that the customers won't be able to edit it
Pre-select the product for the client in quotes and lock it so that they cannot edit it.
2 votes -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
12 votes -
Product bundle: automatic update
Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
For now, only regular products are updated in template.2 votes
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