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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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328 results found

  1. 1 vote

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  2. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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  3. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  4. 1 vote

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  5. 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

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  6. 1 vote

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  7. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    4 votes

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  8. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  9. 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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  10. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    4 votes

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  11. add the same image for multiple items in the catalog at the same time

    1 vote

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  12. 4 votes

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  13. Allow to pass the formating for item descriptions for catalog items

    3 votes

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  14. 3 votes

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  15. Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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  16. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    2 votes

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  17. 3 votes

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  18. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  19. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    8 votes

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  20. 1 vote

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