589 results found
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Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.
I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)
3 votes -
1 vote
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upload PDF to CPQ Quotes
Ability to upload PDF's into quotes CPQ
1 vote -
Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
1 vote -
Ability to add column name to the product name column in Quote builder
Now it has no name while other columns do have a name and it can be edited
2 votes -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
2 votes -
Editable subtotals, columns and smart fields
Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text
Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal
We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row
We ultimately just need the smart fields to…
1 vote -
Ability to create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote -
Add "add to top of section" option when adding products in pricing table
Currently, when you click add products, it automatically adds them to the bottom of the section.
Some of my templates have things at the bottom and I want them to stat at the bottom.
I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them1 vote -
Copy/Paste Text to Trigger Auto-Suggest for Catalog Items in Pricing Table
Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table
"To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"
The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.
1 vote -
Calculate the subtotal based on the discount of one item instead of based on the full quantity
Calculate the subtotal based on the discount of one item instead of based on the full quantity.
If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY2 votes -
See the total before tax for the entire quote (including the total before initial payment) within the subtota
Currently, it only shows the total before tax for the initial payment.
2 votes -
Hide a volume based pricing in the Quote builder
Hide a volume based pricing in the Quote builder
2 votes -
Multiple currencies per product in Catalog
Multiple currencies per product in Catalog
2 votes -
2 votes
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Pricing table: set 'Name' field to be bold when products are populated from the CRM
Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.
We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.
1 vote -
2 votes
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Generate Report on SKU
Have the ability to generate sales report by SKU by month to see how many sales there were for specific products (SKUs) in the Catalog
1 vote -
Drop down for product catalog
The customer wants a drop-down menu in the product catalog. When a product is added to the pricing table, recipients can select accessories for the chosen item.
2 votes -
Quote builder: ability to show vertical lines (borders) in the table view layout
Ability to show vertical column lines to a quote
3 votes
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