490 results found
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pricing table subtotal add text
Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.
13 votesValeryia Baranava responded
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optional pricing table
ability to have a check box to make an entire pricing table optional
13 votes -
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 -
Moving rows from one pricing table to another pricing table
The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.
13 votes -
Pricing Table - edit formatting of one cell with single click and highlight multiple cells to bulk change
New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.
13 votes -
12 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists and is available via API. You can create catalog items with negative price via API, and this items will be reflected and calculated accordingly in Quote Builder. For more information, please follow the link: https://developers.pandadoc.com/reference/create-catalog-item
To learn about how you can switch to the API plan, please reach out to your Account Manager or to our support team.
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show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
12 votesValeryia Baranava responded
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An ability to update and calculate currency once the currency is changed in the pricing table
It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.
12 votes -
Estimate Price range
Add Estimate price range in catalog as default.
11 votes -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
11 votes -
11 votes
Valeryia Baranava responded
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11 votes
Valeryia Baranava responded
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Document value currency
Change the document value currency once the currency is set in pricing table.
11 votes -
Assigned recipient for a pricing table: Ability to disable pricing table optional items/qty editing permission for one of the signers
Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.11 votes -
[Quote builder] Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
10 votes -
10 votes
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[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
10 votes -
Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
10 votes -
More formatting options for pricing table cells. (see description)
Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.
10 votesLindsey Schocke responded
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