265 results found
-
Pricing Table calculations: Excel 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.
465 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.
154 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.
84 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)71 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.
36 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.36 votes -
Set optional items as required in pricing table
Make the optional items in pricing table required for the customer to choose.
34 votes -
Use Multiple Currencies in a Pricing Table
Be able to have multiple currencies in a pricing table
34 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
33 votes -
Pushing SKU from Hubspot to PandaDoc
Pushing SKU from Hubspot to PandaDoc.
29 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).
29 votes -
Actions with catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
28 votes -
[Pricing table] Possibility to change subtotal/total manually.
Possibility to change subtotal/total manually.
28 votes -
Pricing Table: Input negative quantity / value.
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 that26 votes -
26 votes
-
Dropdown in the pricing table
Option to use dropdown in the pricing table
26 votes -
Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
26 votes -
The ability to change the font color, style, size of the pricing table numerical values and totals individually.
The ability to change the font color, style, size of the pricing table cell individually
23 votes -
Grand Total for 2 Different Pricing Table
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
22 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.
21 votes
- Don't see your idea?