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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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326 results found

  1. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Payment schedule calculations

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. 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

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. pass category field from ZOHO product into pandadoc pricing table

    pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. More text font size options (right now, only even numbers allowed)

    Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Use the "Transfer Data To" feature with the new Advanced Quotes

    Use the "Transfer Data To" feature with the new Advanced Quotes

    4 votes

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  7. Duplicate categories in the catalog

    Duplicate categories in the catalog

    4 votes

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  8. Include template name in the import email when catalog item updated

    Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  9. Map multiple line items custom properties with one column in pricing table

    4 votes

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  10. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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  11. Edit font family for catalog items Name and Description within Catalog

    Edit font family for catalog items Name and Description within Catalog

    4 votes

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  12. 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 function

    4 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. 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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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Option to sync Hubspot Deal amount to Document value without the use of pricing table

    Option to sync Deal amount to Document value with out the use of pricing table

    4 votes

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  15. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

    For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    4 votes

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  17. The ability to change a pricing table image from the document.

    The customer would like to be able to edit pricing table images from the catalog from within the document.

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Pricing Table: decimals editing on a cell level

    to change the decimals on the cell level

    4 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Conditional logic for currencies in Catalog <> Pricing table

    4 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. ability to setup sorting in the pop-up window when adding items from catalog to a pricing table

    ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 votes

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