609 results found
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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.
3 votes -
3 votes
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]
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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
3 votesHi,
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.
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Update Recurring Column in Quotes: CSV: Bulk
The ability to bulk update the recurring column in quotes
3 votes -
Option for Total Cost in the pricing table
- option for the user in adding Total cost in the pricing table
3 votes -
Pricing table columns to reflect pricing with/without discount
Pricing table columns to reflect pricing with/without discount
3 votes -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 votes -
optional item - automatically populate the price and hide when not chosen
optional item - automatically populate the price and hide when not chosen
3 votes -
3 votes
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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.
3 votes -
[Integration] Add images to Quote Builder from CRM
Allow automatically inserting images to the quote builder from a CRM or other integration.
3 votesGreetings! 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!
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Allow recipients to select billing period in quotes
For the signer/recipient to pick their billing period
3 votes -
Ability to choose pricing recurring billing period from annually to 2 years or more.
Ability to choose pricing recurring billing period from annually to 2 years or more.
3 votes -
Increase the number of characters for catalog item name
Catalog item names restricted to 120 characters
3 votes -
[Quote Builder]: The option to set up different Recipient View Settings for the product items as a Default setting
We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.
The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.
3 votes -
click the name on the pricing table to show more images of the product/item
It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.
3 votes -
calculate discount based on tax+subtotal
calculate discount based on tax+subtotal
3 votes -
Require pricing table to be filled out before being able to send out a document
The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.
3 votes -
Set the recurring payment to stop after certain period or number of iterations.
Option to collect payment on the payment gateway
- will allow the user to view or collect payment within the document
3 votes -
Apply the search in the product catalog to similar words, not just identical ones
a way to search for words appearing anywhere in the item record
3 votes
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