666 results found
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Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
6 votes -
Add Related Products to Pricing Table Based on Initial Selection
Ability for a pricing table to automatically display related products or services based on the initial selection made by the user. For example, when a user selects a primary product or service, the system would dynamically suggest or populate additional related items in the pricing table.
2 votes -
Remove/delete grand total (not just hide)
Remove the grand total
2 votes -
25 votes
Hi,
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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[Quote builder] Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
9 votes -
editing content in quote builder
Edit content directly within the columns without having to open the Edit Quote page.
1 vote -
[bug] Discount in $ changes to % if the discount is 0.
When pushing data from HubSpot, if there is a line item without a discount (i.e.. $0.00), PandaDoc automatically changes the discount to a percentage for some reason. All line items are $$ amounts in HubSpot; this is happening on the backend. As a client-facing document, it looks unprofessional showing every other line item in $ and 1 line item in %. We have to manually change it to $ on every single document.
1 vote -
Merge Columns in Pricing Table
Merge columns in pricing table
1 vote -
Individual variables for section totals in pricing table
I'd like to be able to use section totals as unique variables from a pricing table (not just the subtotal/taxes/fees/total at the bottom).
1 vote -
2 votes
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Option to set deposit percentage on pricing table
Each plan requires a different deposit percentage (20%, 25%, 30%)
1 vote -
Smart Content: Populate items based on Pricing Table selection
The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.
4 votes -
Advanced Pricing Table: Total
Hide the total unless the items are selected.
2 votes -
Conditional Logic Between Fields and Pricing Tables
Option to trigger a 15% price discount in the pricing table if a recipient selects a certain option in the drop-down field.
2 votes -
Improvements to help manage approval workflows that contain invalid or removed users.
The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.
Some enhancements to improve this process would be:
Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.
Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.
Prompting the user that the approval workflow cannot be activated because it contains…
2 votes -
The specific format where the original price is struck through and the discounted price appears below
The ability to show the original price struck through with the discounted amount below, and a separate “Unit Discount” line under each item. Do some customization to the Pricing Table. A way to create a custom column in the pricing table, and have that custom column reference Line Items from Hubspot.
1 vote -
[Word Export] Quote builder shows hidden fields in Word export
Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues
2 votes -
Multiple line item insertion in pricing table
Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)
2 votes -
Billing Frequency Variable For Pricing Tables
Users would like to have a system variable that captures the billing frequency of products in a pricing table and inserts this value anywhere within the document.
2 votes -
Pull/add existing products from catalog into Quote Builder
Currently, it's not possible to directly add existing products from your catalog into a Quote Builder via API (when creating documents via API with Quote Builder, all product information must be passed at the time of document creation, and products stored in PandaDoc cannot be used to populate Quote Builder)
2 votes
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