609 results found
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4 votes
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Display tax percentage in pricing table for 2.0 (like it worked for 1.0)
Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example
4 votes -
4 votes
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Column mapping for pricing tables for other CRMs (now available only for Salesforce)
Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce
4 votes -
Apply a discount to all the pricing tables within the document at once
Option to apply a discount to all the pricing tables at once
4 votes -
product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
4 votes -
Pricing table remove columns for line items
Allow to hide columns for individual line items
4 votes -
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
4 votes -
4 votes
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Catalog: Private Notes for Catalog Items
A place for private notes when adding catalog items.
4 votes -
4 votes
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4 votes
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4 votes
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Show Percentage and currency amount
It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added
3 votes -
Totals from PricingTable1 can automatically become selections (products) for PricingTable2
PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2
3 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
3 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
3 votes -
Hide pricing table/QB section if the product hasn't been added
To hide sections in a pricing table if there's no product synced into it from a CRM
3 votes -
Product Catalog: calculated pricing
An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.
3 votes -
Tax automatically added based on the conditional
Tax automatically added based on the conditional
E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province
3 votes
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