584 results found
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Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
1 vote -
Update prices without having to download the entire catalog
Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.
English:
Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.1 vote -
Editable subtotals, columns and smart fields
Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text
Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal
We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row
We ultimately just need the smart fields to…
1 vote -
Ability to create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote -
Add "add to top of section" option when adding products in pricing table
Currently, when you click add products, it automatically adds them to the bottom of the section.
Some of my templates have things at the bottom and I want them to stat at the bottom.
I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them1 vote -
Copy/Paste Text to Trigger Auto-Suggest for Catalog Items in Pricing Table
Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table
"To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"
The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.
1 vote -
Pricing table: set 'Name' field to be bold when products are populated from the CRM
Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.
We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.
1 vote -
Quite builder: mark products as taxable/non-taxable
For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.
1 vote -
1 vote
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Option to subtract the fee from the total, rather than adding it to the price
Option to subtract the fee from the total, rather than adding it to the price. For example:
A charge is $1800, but 20% is a management fee, $360. So the product price should read $1440, the fee cost should be $360 and the total should be $1800.1 vote -
Option for the recipient to edit the tax column in the quote builder
Option for the recipient to edit the tax column in the quote builder
1 vote -
Option for the recipient to change the description in the quote builder
Option for the recipient to change the description in the quote builder
1 vote -
Volume Based Pricing: Price per Total Quantity (not per piece)
The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.
1 vote -
Multi-year Discounts for Subscription Pricing
We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.
1 vote -
Move Pricing Table Properties to the Pricing Table Theme Settings
Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.
1 vote -
Quote builder: option to add tax to total contract value
In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.
1 vote -
Conditional product pricing
Conditional product pricing: ability to create a product that has a price that is a % of a subtotal
1 vote -
Ability to use keyboard shortcuts to navigate the Quote builder
Ability to use keyboard shortcuts to navigate the Quote builder
1 vote -
Volume-based pricing: for the recipient to be able to choose the volume instead of indicating the quantity
Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually
1 vote -
Line item discount: one to the price, the second one for the subtotal
Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product
1 vote
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