Mauro Gesti commented
Improve general management of SKU in the catalogue.
The present catalogue is too basic.
1. Organize SKU/Catalog Items packages into lists/membership lists to offer a complete SKU package. That is to be able to import in a single stroke in a pricing table more SKU that I belong to a package composed from more SKU.
2. insert a function that allows you to edit the data of the SKU of the catalogue directly from Pandadoc without having to export to a CSV file and then having to import them back into the catalogue in Pandadoc. By doing this operation sometimes imports do not work well in converting CSV to Excell and you risk losing data or damaging it. It would be more useful a mass modification function of the articles of the catalog (how to increase all prices by a certain percentage)
Ivy Leow commented
Can have the pricing table compute in different columns just like the way excel does?
We are a software company and we use range of magnitude estimates. Since Panda Doc only offers fixed price options, we have to use regular tables instead of pricing tables. This takes a long time and is not efficient. It would be great if I had the option of entering a minimum and maximum price for each line item and a total minimum and maximum at the bottom. If this feature is already available, it would be big deal to us to know how to use it.
Brenda Weaver commented
Setting up a template for travel and the $ amounts for some items need to be user friendly. User needs to enter the quantity ie for lodging expense. To have them use the quantity for the change is weird - they would be confused.
Inna Babii commented
link one product to another within catalog items (for example if something goes as a package)
"one other thing that would be very helpful is to set if a catalog item should have tax/GST on it or not"
Andrew Arbuckle commented
We really need the functionality of a loan calculator or at minimum to be able to perform basic calculations from the document total. The vast majority of product we sell are sold under finance and customers want to know repayments. Another simple use would be for showing deposit totals in the quote, ie 10 or 15% of document total that would update as the customer selects different options in the proposal.