13 results found
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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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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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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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Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
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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Disable Subtotal on Advanced Quotes
Delete the subtotals (recurring and one-time) permanently.
1 voteHi,
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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 -
Edit bundled products within Quote builder
I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.
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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Create product bundles within Quote builder
Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.
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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1 vote
Hi,
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]: 2 way sync with Salesforce
2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.
6 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!
https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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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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Quote Builder has the same layout as the pricing table
Qoute Builder has the same features like the pricing table
- Mutiple choice
- Optional editing [items/quantity]
- Will hide the non selected items
20 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the Table layout you requested is available in the system. For more information, please click the link below. Have a marvelous day!
https://support.pandadoc.com/hc/en-us/articles/16969396083607-Quote-builder-block-Design-options
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Pull custom fields into the Quote builder
Pull custom fields into the Quote builder
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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