326 results found
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Refresh Pricing table and Data with MS Dynamics
Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.
4 votes -
Editor 2.0 Needs to Allow Pricing Tables to be Copied & Pasted from PandaDoc into Emails to Transfer and/or Manipulate Certain Data
In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…
4 votes -
Display tax percentage in pricing table for 2.0 (like it worked for 1.0)
Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example
4 votes -
Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
4 votes -
Pricing Table: Duplicate sections, Save sections, Merge Tables.
It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!
4 votes -
4 votes
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Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
Edit text formatting in template when using data merge feature
The ability to edit the pricing table formatting in the template when using the data merge feature
4 votes -
4 votes
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Catalog: Private Notes for Catalog Items
A place for private notes when adding catalog items.
4 votes -
Omit zero values for pricing tables (show them blank)
i have items coming from the CRM to the pricing table that have 0.00 value
I want to omit this to show blank4 votes -
4 votes
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4 votes
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Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
3 votes -
Ability to turn off or hide the suggested items in pricing table when typing in the 'Name'
Ability to turn off or hide the suggested items in pricing table to avoid blocking the view while typing
3 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
3 votes -
Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
3 votes -
Pricing Table - Payments based on Milestones being met
Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.
3 votes
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