67 results found
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Quote builder: profit and margin
Option to use Profit and Margin app with Quote builder
25 votes -
quote builder layout
more options for quote builder layout like the current pricing table layout
16 votes -
Zapier - Quote builder
quote builder to be available in Zapier
16 votes -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
11 votes -
8 votes
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Save Quote builder products to Catalog
I would like to be able to save the products I've edited in Quote builder back to catalog
8 votes -
Editing the Qoute Builder Design
Editing the Qoute Builder Design
- Will allow the user to edit the size of the column of the Qoute builder
8 votes -
Input price range in the pricing table
Ability to add a price range and calculate the total based on the price range
7 votes -
Option to hide the Subtotal and Total lines below the Quote Builder
- Will allow the user to hide the Sub total and the Total same as on the pricing table.
7 votes -
Ability to edit Quote Builder block via mobile app
Ability to edit Quote Builder block via mobile app
6 votes -
To choose a specific date for the recurring charge in the catalog ( advance quotes)
To choose a specific date for the recurring charge in the catalog ( advance quotes)
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
6 votes -
Quote Builder language
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
5 votes -
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.
5 votes -
Mass Update Catalog Pricing by Percentage
Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.
It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"
5 votes -
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
4 votes -
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
3 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
3 votes -
pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
3 votes -
3 votes
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Alternative logic for line item discounts in Quote builder
Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.
3 votes
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