573 results found
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Automatically Calculate Exchange Rate
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 -
1 vote
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Passing separate unit discount from Hubspot
There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.
6 votes -
Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 votes -
2 votes
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References in the Pricing Table
Ability to add references to the pricing table.
9 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
Resize other blocks as an image block
Resize text, pricing table/table like an image block in blank page & cover page
15 votes -
adding up numbers in columns rather than rows
adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally
1 vote -
Products in different languages and currencies with the same SKU in Catalog
How I can manage our catalog in 2 languages?
I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change24 votes -
pricing table <1
For example, be able to type .5 without having to type 0.5
1 vote -
Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
52 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
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MS Dynamics / Monday.com: Map products to specific tables or sections
The ability to pull products from MS Dynamics into specific table or sections when creating a document.
7 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
6 votes -
[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
37 votes -
Track Proposal Price without requiring that price be in a price block.
Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.
2 votes -
hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
3 votes -
Gratitude/Tips on Invoices
We should always have the ability to add gratitude/tips to invoices.
Better to have the option there and available should anyone want to tip rather than not having it at all.
A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.Thanks for reading!
2 votes -
compound tax in pricing table
A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.
1 vote
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