631 results found
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catalog sharing across workspaces
catalog sharing across workspaces
20 votes -
Refresh Pricing table and Data with MS Dynamics
Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.
4 votes -
Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
57 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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1 vote
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1 vote
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Conditional discount (amount)
Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
from £20,001 up = 15% discount.66 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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.
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Ability to set document value to pricing table subtotal
I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes
5 votes -
Hidden column
I would like to see a hidden column where I can put part numbers and maybe even our cost in the proposal without using the product catalog. Also a way to final print a completed proposal with out pricing for my installers.
1 vote -
Option on the pricing tabler to put notes on the currency column
Option on the pricing tabler to put notes on the currency column.
- Will allow the user to put notes on the currency
1 vote -
Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
9 votes -
Pricing Table (Quote Builder): Input negative quantity / value.
ability to input negative quantities (when users are removing products from their master contract)
Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that45 votes -
1 vote
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Table modifications
should be possible to separate rows that belong to the columns
Each of the columns should have several lines
ability to draw lines for the table (as it is possible in word now)
improved design options so you can create the table/chart from scratch and recreate the same table as you have in word5 votes -
1 vote
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Option to set the Pricing Table Optional item as a default setting for workspace
Option to set the P.Table Optional item as a default
5 votes -
1 vote
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Ability to adjust the design of pricing table placeholders.
Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.
3 votes -
Pricing Table
We'd like to suggest line items with discounts and that will show the total Discount amount to be added as a feature.
1 vote -
Percentage calculation
The option to calculate percentage of a particular number.
23 votes
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