633 results found

1. Allow Recipient Suggestions/Redlining in Pricing Tables

   There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

   Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

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2. Ability to display catalog products' prices as % percentage.

   Ability to display catalog products' prices as % percentage.

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3. [Quote Builder] Allow decimal points in the quantity like a pricing table

   We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

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   Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested will soon be available in the system. If you'd like to get the early access, please reach out to support@pandadoc.com

4. Installments: Option to remove a designated set time for the second payment
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5. Recurring pricing: ability to customize the recurring pricing type.

   Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

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6. Pricing Table will update once line item is added on the Deal [CRM]

   • Will allow the changes like added lin items will reflect on the pricing table
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7. Ability to have a toggle for Annual or Monthly pricing in the Quote Builder

   It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

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8. Quote builder block: change currency after adding the products
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   Early Access  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

   [Hyperlink]

9. Enhanced CSV capabilities for bundle and product options updates on Catalog

   Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

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   On Roadmap  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

10. Change the text on volume-based labels
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11. Update Recurring Column in Quotes: CSV: Bulk

    The ability to bulk update the recurring column in quotes

    3 votes

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12. Option for Total Cost in the pricing table

    • option for the user in adding Total cost in the pricing table
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13. Pricing table columns to reflect pricing with/without discount

    Pricing table columns to reflect pricing with/without discount

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14. Item fee an optional selection on pricing table

    The ability to make the 'fee' an optional selection on the pricing table

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15. Ability to not use a pricing table or a quote builder when adding a document value.

    Ability to not use a pricing table or a quote builder when adding a document value.

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16. optional item - automatically populate the price and hide when not chosen

    optional item - automatically populate the price and hide when not chosen

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17. Ability to set up fixed Tax and discount in the product catalog
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18. quote builder block for cash, card and finance charges

    Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

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    Idea  ·  Lindsey Schocke responded

    
    

19. [Integration] Add images to Quote Builder from CRM

    Allow automatically inserting images to the quote builder from a CRM or other integration.

    3 votes

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    Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!

20. Allow recipients to select billing period in quotes

    For the signer/recipient to pick their billing period

    3 votes

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