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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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241 results found

  1. 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.

    49 votes

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    Idea  ·  6 comments  ·  CPQ - Pricing Table  ·  Admin →
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  2. Columns that the recipient will be able to edit (or put any info - not only QTY).

    37 votes

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  3. The ability to change the font color, style, size of the pricing table cell individually

    36 votes

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  4. 35 votes

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    Idea  ·  8 comments  ·  CPQ - Pricing Table  ·  Admin →
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  5. Option to use dropdown in the pricing table

    35 votes

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    Idea  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  6. 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

    34 votes

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    Idea  ·  7 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    32 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  8. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    31 votes

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    Idea  ·  8 comments  ·  CPQ - Pricing Table  ·  Admin →
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  9. Ability to set up default tax for the pricing table

    31 votes

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    Idea  ·  3 comments  ·  CPQ - Pricing Table  ·  Admin →
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  10. Possibility to change subtotal/total manually.

    29 votes

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    Idea  ·  3 comments  ·  CPQ - Pricing Table  ·  Admin →
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  11. 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.

    24 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  12. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    23 votes

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    Idea  ·  4 comments  ·  CPQ - Pricing Table  ·  Admin →
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  13. 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.)

    21 votes

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    Idea  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  14. 19 votes

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    Idea  ·  7 comments  ·  CPQ - Pricing Table  ·  Admin →
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  15. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    18 votes

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  16. Hide rows in a pricing table

    17 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  17. Smart Content feature for Pricing table

    16 votes

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  18. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    16 votes

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  19. Ability to import information from Excel to pricing tables

    13 votes

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  20. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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