575 results found
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Catalog picture upload will have 3x2 ratio to fill the image frame properly
Catalog picture upload will have 3x2 ratio to fill the image frame properly
1 vote -
Ability for the internal team members to view product bundle details if they're hidden for the recipients.
Ability for the internal team members to view product bundle details if they're hidden for the recipients.
1 vote -
1 vote
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Show the description when adding a catalogue item to the pricing table.
Show the description when adding a catalogue item to the pricing table.
As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"
4 votes -
optional item - automatically populate the price and hide when not chosen
optional item - automatically populate the price and hide when not chosen
3 votes -
Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote -
Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
1 vote -
Change product name in bundle automatically
When you change the name of the product and this product is added to the bundle, automatically update the name in the bundle.
1 vote -
Serialised inventory in CPQ
Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.
1 vote -
Identify Recurring charges in Catalog Import CSV
Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.
14 votes -
Product bundle: SKU
Option to see the SKU of the bundle products in the bundle itself
1 vote -
1 vote
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Ability to remove the green arrow sign for the volume-based pricing products.
Ability to remove the green arrow sign for the volume-based pricing products.
1 vote -
Save custom Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
9 votes -
The ability to have multiple quantities of the same item to show as separate lines or not.
A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.
The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.
2 votes -
(On Quote Builder) Keep terms from being modified after edit
Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.
2 votes -
Navigate to previous/next product in catalog without returning to list.
Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.
1 vote -
Functionality for one row of a pricing table to update other rows
Functionality for one row of a pricing table to update other rows
1 vote -
Enable quantity option on Template level when data merge is enabled
Customer wants to enable recipient option on the pricing table for quantity in the template level when data merge is enable
1 vote -
Ability to sum pricing table variables across multiple tables
I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.
2 votes
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