616 results found
-
More Pricing Table Variable Options
Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)
27 votes -
Flexible pricing table images: adding directly to the pricing table
More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns
42 votesThe status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
-
4 votes
-
catalog sharing across workspaces
catalog sharing across workspaces
19 votes -
Track Proposal Price without requiring that price be in a price block.
Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.
2 votes -
Option to delete a section header in the Pricing table without deleting the rows within the section
Option to delete a section header in the Pricing table without deleting the rows within the section
9 votes -
Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes -
7 votes
-
Recover Deleted Catalogue Items
Recover Deleted Catalogue Items
6 votes -
Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
Grand Total for 2 Different Pricing Table
is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two
48 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 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.
If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.
-
disable data merge by default in pricing table when salesforce is enabled
disable data merge option by default in pricing table when salesforce is enabled
1 vote -
Add item / product to catalog directly from the pricing table
One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.
13 votes -
Gratitude/Tips on Invoices
We should always have the ability to add gratitude/tips to invoices.
Better to have the option there and available should anyone want to tip rather than not having it at all.
A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.Thanks for reading!
3 votes -
Product catalog to track the items stock
Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog
7 votes -
product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
4 votes -
Document value currency
Change the document value currency once the currency is set in pricing table.
11 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
Passing separate unit discount from Hubspot
There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.
6 votes
- Don't see your idea?