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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    8 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  2. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  3. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  4. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    7 votes

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  5. hide the discount column automatically if the discount is 0%

    7 votes

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  6. Option on a pricing table that will allow to show conditional pages once the recipient chooses it

    • It will allow to show conditional pages once the required item is chosen by the signer/recipient.
    7 votes

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  7. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  8. Ability to increase the number of decimals within product catalog

    6 votes

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  9. Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    6 votes

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  10. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    6 votes

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  11. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    6 votes

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  12. calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    6 votes

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  13. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    6 votes

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  14. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  15. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  16. 6 votes

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    Idea  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  17. 5 votes

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  18. show cost and profit margin per line item even when the document is sent/completed

    5 votes

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  19. 5 votes

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  20. 5 votes

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