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Pricing Table: 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.
343 votes -
Pricing Table - numbers formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
277 votes -
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.
113 votes -
Add up multiple pricing tables to create a summary table
The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.
58 votes -
[Pricing Table] display Subtotal without Line Item taxes/discounts
Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
(Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)55 votes -
Recurring monthly payments in Pricing table
Implement recurring type of payments in a pricing table
46 votes -
Pushing SKU from Hubspot to PandaDoc
Pushing SKU from Hubspot to PandaDoc.
28 votes -
Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
26 votes -
Use Multiple Currencies in a Pricing Table
Be able to have multiple currencies in a pricing table
26 votes -
Set optional items as required in pricing table
Make the optional items in pricing table required for the customer to choose.
23 votes -
Actions with catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
23 votes -
Flexible pricing table images: adding directly to the pricing table
More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns
22 votes -
Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
22 votes -
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.21 votes -
Dropdown in the pricing table
Option to use dropdown in the pricing table
21 votes -
Option to hide currency sign in the pricing table column
Option to hide currency sign in the pricing table column.
Will allow the user to hide currency sign, on the pricing table.
20 votes -
Catalog product items usage reporting
It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.
(PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).
20 votes -
Be able to customise sections in a pricing table
At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.
17 votes -
discounted price per unit
The option to show the discounted price per unit (not only the final one).
Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.
17 votes -
More Pricing Table Variable Options
Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)
16 votes
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