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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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633 results found

  1. 1 vote

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  2. We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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  3. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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  4. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    130 votes

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

    9 votes

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  6. The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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  7. Allow to map quantity of items to certain variables

    8 votes

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  8. 1 vote

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  9. 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!

    5 votes

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  10. 4 votes

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  11. 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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  12. 1 vote

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  13. 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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  14. 1 vote

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

    7 votes

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  16. Make the optional items in pricing table required for the customer to choose.

    68 votes

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  17. 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

    9 votes

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

    1 vote

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  20. 4 votes

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