597 results found
-
Ability to create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote -
Add "add to top of section" option when adding products in pricing table
Currently, when you click add products, it automatically adds them to the bottom of the section.
Some of my templates have things at the bottom and I want them to stat at the bottom.
I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them1 vote -
Copy/Paste Text to Trigger Auto-Suggest for Catalog Items in Pricing Table
Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table
"To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"
The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.
1 vote -
Pricing table: set 'Name' field to be bold when products are populated from the CRM
Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.
We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.
1 vote -
[Quote Builder]: Hide decimal points in the quote builder
hide decimals points in the quote builder
9 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
[Hyperlink]
-
Option for the recipient to change the description in the quote builder
Option for the recipient to change the description in the quote builder
1 vote -
2 votes
-
Generate Report on SKU
Have the ability to generate sales report by SKU by month to see how many sales there were for specific products (SKUs) in the Catalog
1 vote -
Set currency based on pricing table currency
set currency based on pricing table currency when pulling items from the Catalog
2 votes -
Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
12 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, please reply to this email thread.
You can find the demo in the attached video.
-
add GST currency ( Green Satoshi Token) to the document value
add GST currency ( Green Satoshi Token) to the document value
2 votes -
Quite builder: mark products as taxable/non-taxable
For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.
1 vote -
3 votes
-
Recurring pricing: ability to customize the recurring pricing type.
Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.
3 votes -
show the VAT (value added tax) and the gross before tax/vat in Quote Builder
It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder
8 votes -
Option to Edit the price in Volume Pricing
- Will allow the user to be able to change the price that is set in volume pricing
5 votes -
Allow Product Bundles to be set with recurring pricing
We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
-
Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Update document value if specific radio button is checked
Update document value if specific radio button is checked
4 votes -
Conditional smart content for images to populate in pricing tables
conditional smart content for images to populate in pricing tables
Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.2 votes
- Don't see your idea?