329 results found
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1 vote
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Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
6 votes -
Change a color of one of two headers in the pricing table
Change a color of one of two headers in the pricing table
1 vote -
Select the whole pricing table as a multiple choice option.
Multiple choice option on multiple pricing table.
This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
- same as multiple option on function4 votes -
1 vote
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Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)
Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)
1 vote -
[Quote Builder]: (create document from another document)
Have the option to create a workorder from a quote once the document is signed.
1 vote -
Hide pricing table section if there is no value once the document is generated.
Pricing table column will be hidden if there is no value once the document is generated.
5 votes -
Set up the recurring payment in bulk for products in the catalog
the recurring payment in bulk
1 vote -
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
5 votes -
Apply the search in the product catalog to similar words, not just identical ones
a way to search for words appearing anywhere in the item record
3 votes -
Search for product catalog items by category
Option to search for product catalog items by category
1 vote -
Edit font family for catalog items Name and Description within Catalog
Edit font family for catalog items Name and Description within Catalog
4 votes -
Sync document value with custom payment amount
Update document value when set up a custom payment amount in the payment block.
5 votes -
Ability to share Product catalog with contacts without a PandaDoc account
It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.
3 votes -
Split pricing table
Split pricing table
9 votes -
show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
6 votes -
Add catalog to mobile app!
Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!
17 votes -
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}13 votes -
Option to convert /transfer info of normal table to the pricing table
Option to convert /transfer info of normal table to the pricing table.
-Will allow to convert or tranfer the data from a table to the pricing table
4 votes
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