350 results found
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The ability to set up a maximum limit for discounts in the pricing table.
The ability to set up a maximum limit for discounts in the pricing table.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Move products up and down with arrow
Allow users to move products up and down the pricing table by clicking an UP or Down arrow
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
2 votesValeryia Baranava responded
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2 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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add column "date" to pricing table
add column "date" to pricing table
we are SAAS company, so have start and end dates for or product2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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move the value of price/amount on the pricing table
move the value of price/amount on the pricing table
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Pull info from the text of the doc into the pricing table (price portion)
The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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disable data merge by default in pricing table when salesforce is enabled
disable data merge option by default in pricing table when salesforce is enabled
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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The entire price table should be selectable or deselectable as a single optional unit via one checkbox — not just individual bundles within
Currently, it is possible to mark individual bundles within a price table as optional. The request goes one step further: the complete price table — consisting of multiple sections and line items — should be treated as one shared optional unit.
The individual sections and positions should remain visible and listed as before. However, the selection or deselection happens globally via a single checkbox that includes or excludes the entire table at once.
Desired Behavior
A top-level checkbox controls the entire price table
When checked: all contained line items are included in the total
When unchecked: the entire price table…
1 vote -
Quote Builder: Allow merging sections or nesting sub-headers under a shared parent header
The Quote Builder does not support merging two sections into one while preserving both section titles as sub-headers. Users who need multiple product groups displayed under a single shared header (e.g., "Section 1" and "Section 2" both under "Monthly Recurring Fees") currently have no way to achieve this. Each section header stands alone with no parent-child relationship available. Request: allow sections to be merged or support a parent header that spans multiple sections, replicating the layout flexibility that existed in the classic Pricing Table.
1 vote -
Quote Builder: Support full-width text rows as section sub-headers
Users migrating from the classic Pricing Table are unable to insert full-width text rows that span all columns within a Quote Builder section. In the Pricing Table, this was used to visually group line items under sub-headers (e.g., "Nomic Outpost" and "Nomic Insight" nested under a single "Monthly Recurring Fees" section header) without displaying values in the pricing columns. The Quote Builder currently only supports one section title per section, making this layout impossible to replicate. Request: allow users to insert full-width text/label rows within a section to act as visual sub-group headers.
1 vote -
bedragen gescheiden
Ik maak vaak offertes met bedragen die eenmalig zijn en die maandelijks zijn. In mijn overzichten (homepage documenten & rapportages), worden deze bedragen zo bij elkaar opgeteld, maar ik zou liever zien dat dat gescheiden is, dus bijvoorbeeld €1000,- eenmalig en €150,- maandelijks.
Op die manier kan ik beter mijn rapportages inzien en daar ook acties aan hangen.1 vote -
Independent decimal precision control for tax percentage display in Quote Builder
Currently, the tax rate display precision in Quote Builder is tied to the global currency decimal places setting, causing rates like 8.875% to be rounded to 8.88% with no independent control for percentage fields.
Users need the ability to set decimal precision for tax percentage display independently of currency formatting.
1 vote -
Option to have line items show as n/a in the Pricing table
Having $0.00 line items show as n/a in the Pricing table would be a great addition. It would allow for more flexibility for our company while creating proposals using the Data pulled from our CRM.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Quote Builder thousand separator formatting for quantity
Quote Builder: Thousand separator formatting for quantity fields (e.g., display 6000000 as 6.000.000 in German format)
1 vote -
Add Netto in quote summary
Currently you cannot display to the client the total net price without VAT, fees, etc. Many clients need to see this data in the quote.
Also, there are different tax % and it is not possible to show the total for each tax rate. This is important for our clients1 vote -
Dynamic Payment Processing Fees by Payment Method
Is there a way to pass through payment processing fees to the customer based on their selected payment method?
Currently, I apply a flat 3% “Credit Card Fee” to invoices, but bank transfer/ACH processing fees are actually lower. I’d like to offer customers multiple payment options while only charging the applicable processing fee for the method they choose, rather than charging ACH/bank transfer customers the higher credit card rate.
Ideally, this would:
Automatically adjust the fee based on payment method
Clearly display the fee breakdown to the customer
Allow lower-cost payment methods like ACH/bank transfer to have reduced fees
Still…
1 vote -
Updating images to products in proposal without changing the product itself
I would like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.
1 vote -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote -
Add Text Alignment Options for Quote Builder Columns
Currently there are no options to set text alignment for quote builder headers and columns (left/center/right) resulting in sloppy looking tables when presenting quotes to customers.
Adding this feature would help with visual appeal and make both PandaDoc and our company appear as if we have an eye for detail.
1 vote
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