584 results found
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Show 2 decimal digits when rounding the price, discard the digits that go next
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 -
Pricing table: quantity as variable
Allow to map quantity of items to certain variables
7 votes -
1 vote
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Product catalog to track the items stock
Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog
7 votes -
Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
67 votesHi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. -
Discount for catalog items (products)
Be able to set up discounts for catalog items and insert the items with those discounts
7 votes -
Additional column in pricing table
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 -
[Bulk Action] Add the same image for multiple items in the catalog
add the same image for multiple items in the catalog at the same time
1 vote -
4 votes
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Catalog item description formatting on import
Allow to pass the formating for item descriptions for catalog items
3 votes -
Pull info from the text of the doc into the pricing table (price portion)
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 -
3 votes
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Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes -
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 -
2 votes
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