535 results found
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Gratitude/Tips on Invoices
We should always have the ability to add gratitude/tips to invoices.
Better to have the option there and available should anyone want to tip rather than not having it at all.
A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.Thanks for reading!
3 votes -
split the pricing table cost into 2 document values
split the pricing table cost into 2 document values
3 votes -
document value should be changed to the paid amount
document value should be changed to the paid amount
3 votes -
SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.
The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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2 votes
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Drop down fields in the quote builder
The ability to use drop-down fields within the quote builder for selection.
2 votes -
Ability to independently control billing frequency label and recurring subtotal calculation period
Customer needs to display line-item prices as "per month" for presentation, while having the recurring subtotal in the Grand Total calculate on an annual basis. Currently, the billing period setting controls both the label and the subtotal — when set to Annual, the line-item label changes to "per year," which doesn't meet their business requirement. They need the flexibility to decouple the display label from the calculation period.
2 votes -
Map Microsoft Dynamics Discount Total
Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.
2 votes -
Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
2 votes -
2 votes
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Product Bundles: Automate Bundled Item Quantities Based on Parent Product
When a parent product quantity changes, the quantities of associated bundled items would automatically update.
2 votes -
Custom Hyperlink colors in the Quote Builder
Allow folks to choose what colour hyperlinks are.
2 votes -
Option to set deposit percentage on pricing table
Each plan requires a different deposit percentage (20%, 25%, 30%)
2 votes -
2 votes
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Improvements to help manage approval workflows that contain invalid or removed users.
The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.
Some enhancements to improve this process would be:
Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.
Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.
Prompting the user that the approval workflow cannot be activated because it contains…
2 votes -
[Word Export] Quote builder shows hidden fields in Word export
Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues
2 votes -
Billing Frequency Variable For Pricing Tables
Users would like to have a system variable that captures the billing frequency of products in a pricing table and inserts this value anywhere within the document.
2 votes
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