40 results found
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Quote builder: ability to wrap product description
I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".
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Add hyperlink to products (quote builder and pricing table)
Add hyperlinks to products (quote builder and pricing table)
3 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Variables for the quote builder
Variables for the quote builder
7 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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[Quote Builder]: Change default fonts
Ability to change default fonts on the Quote Builder
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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[Quote Builder] Format columns like Pricing table
Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).
21 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
[Hyperlink]
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Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles
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Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
48 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Work with Product Catalog Items -
Adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the video below!
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Choose one ONE required item from all the optional items
We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table
4 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
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change currency in the quote builder
change currency in the quote builder
24 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Smart Content based on Pricing table values
Smart Content feature for Pricing table
32 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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.
18 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV
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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 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Quote Builder - Multiple choice in Quote sections
Add the ability to enable a recipient to select just 1 option within multiple options within a quote section
7 votes -
HubSpot product text column to Pricing Table
Customer would like to pass product text column to PT from HubSpot
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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(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 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Add options to "you'll save" row in the Quote Builder
I would like to indicate for the recipient how much they will save per year or quarterly, not only per month
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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[Quote Builder] Stack items in 1 horizontal line formation only
stack items in 1 horizontal line formation only
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Option to hide the Subtotal and Total lines below the Quote Builder
- Will allow the user to hide the Sub total and the Total same as on the pricing table.
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Ability to change prices on product window without clicking the 3 dots option in the right side of quote builder
Ability to change prices on product window without click the 3 dots option in the right side of quote builder
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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