629 results found
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add product after document completion
allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat
1 vote -
ability to enable quantity editing like in EV1
ability to enable quantity editing like in EV1
1 vote -
Make document value optional (for HR and not-commercial documents)
Option to disable the document value for documents that have no commercial value.
For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.6 votes -
Ability to adjust the design of pricing table placeholders.
Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.
3 votes -
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 -
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount
1 vote -
1 vote
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Sum total before discounts while still showing discounts per line item
Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).
7 votes -
Channel quote / Pricing
We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample
1 vote -
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 -
2 votes
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Link quantities in pricing table
The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.
1 vote -
1 vote
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1 vote
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Show 2 decimal digits when rounding the price, discard the digits that go next
When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01
1 vote -
1 vote
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Table modifications
should be possible to separate rows that belong to the columns
Each of the columns should have several lines
ability to draw lines for the table (as it is possible in word now)
improved design options so you can create the table/chart from scratch and recreate the same table as you have in word5 votes -
12 votes
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add column "date" to pricing table
add column "date" to pricing table
we are SAAS company, so have start and end dates for or product2 votes -
Additional column in pricing table
Add additional column in pricing table (optional) example;
1 LF of product = 20.3sqft of product.
To be calculated automatically based on data from catalog.
And have list of suffixes for each, set in catalog.1 vote
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