568 results found
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Copy / duplicate columns in pricing table
Duplicate price column in a pricing table.
6 votes -
Ability to show discount per month for pricing table line item (before multiplier applied)
Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.
5 votes -
Products in different languages and currencies with the same SKU in Catalog
How I can manage our catalog in 2 languages?
I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change24 votes -
pass category field from ZOHO product into pandadoc pricing table
pass category field from ZOHO product into pandadoc pricing table
5 votes -
4 votes
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SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.
The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).
3 votes -
[Catalog] Order by SKU code
The option to make the articles to be ordered by default within their folder by the SKU code (catalog).
2 votes -
3 votes
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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.
62 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. -
[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
37 votes -
[Pricing table] Possibility to change subtotal/total manually.
Possibility to change subtotal/total manually.
34 votes -
[Pricing Table] display Subtotal without Line Item taxes/discounts
Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
(Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)109 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Show different totals for different product types in a pricing table
Show different totals for different product types in a pricing table. Depending on cell's value and column.
8 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
19 votes -
3 votes
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Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
52 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
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Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table
Auto-sort from highest price to lowest in the pricing table.
20 votes -
4 votes
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Conditional Logic set up in Pricing tables
Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.
212 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you! -
Move Checkbox
Ability to adjust were the optional checkbox falls in a pricing table
2 votes
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