40 results found
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Pricing Table - Payments based on Milestones being met
Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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[Quote Builder]: 2 way sync with Salesforce
2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.
6 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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Option to remove the tiered note/bundle descripton on the Qoute builder
Option to remove the bundle descripton on the Qoute builder
allow the user to remove the tierednote/pricing descripton once volume pricing is chosen
1 voteAdmins/Managers can hide the upselling label for volume-based products in Quote by going to Design tab -> Volume-based pricing -> Disable "Show label" toggle.
I hope this is helpful!
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Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
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Option to hide all pricing table columns except the main total
Option to hide all pricing table columns except the main total
- will allow the user to hide all of the columns in the pricing table except the main totals.
3 votesHi,
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Smart content based on the products selected / used in the document
want to populate the smart content option based on the products used in the document
33 votesHi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view.
For more information, please review our Smart Content Help Center Article.
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Disable Subtotal on Advanced Quotes
Delete the subtotals (recurring and one-time) permanently.
1 voteHi,
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Stop Quote Builder from Floating to the top when adding a Row
Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.
2 votesHi,
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Ability to copy Pricing table from a completed document.
Ability to copy Pricing table from a completed document.
How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.
1 voteHi,
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Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Option to remove the description from the pricing table
Option to remove the description from the pricing table
- Option to remove the description from the Product name column
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Edit bundled products within Quote builder
I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.
2 votesHi,
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Create product bundles within Quote builder
Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Pull custom fields into the Quote builder
Pull custom fields into the Quote builder
2 votesHi,
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to have multiplier applied to product price column
Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below! -
Show price before and after discount (tax, fee)
Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.
22 votes -
Optional section in pricing table
Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])
27 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!
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discounted price per unit
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 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with Quote builder (CPQ). For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!
https://support.pandadoc.com/hc/en-us/articles/9454094843671-CPQ
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