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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4 results found

  1. 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 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    In development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  2. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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    10 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Conditional Logic set up in Pricing tables

    Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    222 votes

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    13 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Pricing Table calculations: Excel Formulas.

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    656 votes

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    63 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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