584 results found
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[Quote Builder]: Support Quotes on DocX Download
Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.
21 votesHi. 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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Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
4 votes -
Product Catalog: calculated pricing
An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.
3 votes -
Have Column Title align with text
Ability to align text with Column Titles
8 votes -
Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
2 votes -
Pricing Table - subtotal with pre-tax amount and total with post-tax amount
Pricing Table - subtotal with the pre-tax amount and total with the post-tax amount
6 votes -
Ability to hide sections in Quote Builder
Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.
2 votes -
[Quote Builder] Transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
12 votes -
[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
8 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 -
3 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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Hide pricing table/QB section if the product hasn't been added
To hide sections in a pricing table if there's no product synced into it from a CRM
2 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 -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
16 votes -
Multiple currencies per product in Catalog
Multiple currencies per product in Catalog
4 votes -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
2 votes -
Tax automatically added based on the conditional
Tax automatically added based on the conditional
E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province
2 votes -
Gratuity in Pricing Table
Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.
2 votes
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