490 results found
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Add Netto in quote summary
Currently you cannot display to the client the total net price without VAT, fees, etc. Many clients need to see this data in the quote.
Also, there are different tax % and it is not possible to show the total for each tax rate. This is important for our clients1 vote -
Support Referencing PandaDoc Catalog Items in Quote Builder via API
Support adding PandaDoc Catalog items directly to Quote Builder through the API using a Catalog identifier (e.g., SKU or Product ID), instead of requiring all product data to be passed inline in the payload.
2 votes -
Bulk action for catalog items - Remove custom fields
Ability to remove all custom fields at once on multiple catalog items
2 votes -
Quote Builder: Show Tax as a flat amount automatically
Within Quote Builder, add a Tax as a percentage and have the pricing displayed in a dollar amount automatically (as it works for Pricing Table).
2 votes -
Dynamic Payment Processing Fees by Payment Method
Is there a way to pass through payment processing fees to the customer based on their selected payment method?
Currently, I apply a flat 3% “Credit Card Fee” to invoices, but bank transfer/ACH processing fees are actually lower. I’d like to offer customers multiple payment options while only charging the applicable processing fee for the method they choose, rather than charging ACH/bank transfer customers the higher credit card rate.
Ideally, this would:
Automatically adjust the fee based on payment method
Clearly display the fee breakdown to the customer
Allow lower-cost payment methods like ACH/bank transfer to have reduced fees
Still…
1 vote -
Ability to leave blank the header of Quote Block
Ability to change the title/header requirement on quote blocks. The ability to leave it blank is preferred.
2 votes -
2 votes
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Drop down fields in the quote builder
The ability to use drop-down fields within the quote builder for selection.
2 votes -
Ability to independently control billing frequency label and recurring subtotal calculation period
Customer needs to display line-item prices as "per month" for presentation, while having the recurring subtotal in the Grand Total calculate on an annual basis. Currently, the billing period setting controls both the label and the subtotal — when set to Annual, the line-item label changes to "per year," which doesn't meet their business requirement. They need the flexibility to decouple the display label from the calculation period.
2 votes -
Updating images to products in proposal without changing the product itself
I would like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.
1 vote -
Map Microsoft Dynamics Discount Total
Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.
2 votes -
Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total
Feature Request Description:
Summary:
-Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.Problem:
-When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the…3 votes -
Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
2 votes -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote -
Add Text Alignment Options for Quote Builder Columns
Currently there are no options to set text alignment for quote builder headers and columns (left/center/right) resulting in sloppy looking tables when presenting quotes to customers.
Adding this feature would help with visual appeal and make both PandaDoc and our company appear as if we have an eye for detail.
1 vote -
Hide Total Contract Value in Template Level (Quote Builder - Data Merged - HubSpot)
Option to automatically hide the Total Contract Value in the quote builder totals section at the template level to avoid manual hiding in each generated document when pulling data through data merged in HubSpot.
1 vote -
Recalculate after a tax with currency/money value instead of percentage the calculation if I change the price of any quote
Hi. I have a question regarding the quote block (not price table). If I insert a tax with currency/money value instead of percentage the calculation seems to be broken if I change the price of any quote item. There is no recalculation after changing a price. Instead, a correction of the percentage takes place. That's really bad UX and a major source of errors. Is there a trick to getting around it?
1 vote -
2 votes
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Product Bundles: Automate Bundled Item Quantities Based on Parent Product
When a parent product quantity changes, the quantities of associated bundled items would automatically update.
2 votes -
Custom Hyperlink colors in the Quote Builder
Allow folks to choose what colour hyperlinks are.
2 votes
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