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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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293 results found

  1. Profit margin for each item in Pricing table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Pricing Table: Duplicate sections, Save sections, Merge Tables.

    It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Restrict editing prices for catalog items

    Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Edit text formatting in template when using data merge feature

    The ability to edit the pricing table formatting in the template when using the data merge feature

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. pass category field from ZOHO product into pandadoc pricing table

    pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Ability to set up a condition which hides empty pricing table columns.

    Ability to set up a condition which hides empty pricing table columns.

    4 votes

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  8. Pass Recurring Payments from SalesForce to PandaDoc Quotes

    Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    4 votes

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  9. Duplicate categories in the catalog

    Duplicate categories in the catalog

    4 votes

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  10. Set up the default size for the images in the pricing table

    Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    4 votes

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  11. Include template name in the import email when catalog item updated

    Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Map multiple line items custom properties with one column in pricing table

    4 votes

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  13. Edit font family for catalog items Name and Description within Catalog

    Edit font family for catalog items Name and Description within Catalog

    4 votes

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  14. Subtotal for multi-selected pricing table blocks across a document

    Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    4 votes

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  15. Option to convert /transfer info of normal table to the pricing table

    Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient

    Option to reveal selected items on the pricing table

    4 votes

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  17. The ability to connect the discount percentage in the total section of the pricing table with line item discount.

    For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Sort Pricing table by SKU

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Ability to show price with discount and extended price

    configure the pricing table, to show price with discount and extended price column.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Conditional logic for currencies in Catalog <> Pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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