629 results found
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Quote builder totals variable
When you create a quote in Quote builder - you have sections you can create.
Imagine where you have
Section A - with a total of $100
Section B - with a total of $200
Section C - with a total of $300once you build your quote and then go into the doc
it would be great to access those values via variables
for example
[Section A.Total]Right now I can only get
[Quote 1.Total]This would help build out pricing tables and summaries in the document that reference the quote.
1 vote -
Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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2 votes
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Add category column to the pricing table
Add a category column to the pricing table
2 votes -
2 votes
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Scale-based pricing: fixed quantity
for the option to have volume-based pricing model
it would be great to have scale based pricing modelthis can help keep a fixed number
50
100
150
500this would help our team not stray away from packages that we have.
right now we would have to create a package per QTY
0 votes -
"Contact for Pricing" Option in Pricing Tables
Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.
2 votes -
Presentation mode: interactive quote builder
Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.
2 votes -
2 votes
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[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
2 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
Automatically turn on 'Enable optional item' for pricing tables and quote builder
Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this
4 votes -
to change the colour of individual text elements in a quote builder
to change the colour of individual text elements in a quote builder
For example, to make the ticks green and the crosses red in the description
3 votes -
Apply section-level % discount to all the recurring payments, not just the initial payment
Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment
2 votes -
Option to make product fields in catalog required
Option to make product fields in catalog required
2 votes -
Multiple currencies per product in Catalog
Multiple currencies per product in Catalog
4 votes -
Hide pricing table if no products were populated
The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.
4 votes -
Gratuity in Pricing Table
Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.
2 votes -
Strikethrough amounts on pricing table.
Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)
1 vote -
add the settings in the pricing table so a few products are already automatically preselected
add the settings in the pricing table so a few products are already automatically preselected
2 votes
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