652 results found
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Billing Frequency Variable
Users would like to have a system variable that captures the billing frequency of products and inserts this value anywhere within the document.
2 votes -
Auto-Sync Calculated Values Across Pricing Table Sections
Ability to automatically carry over or sync calculated values from one section of a pricing table to another
2 votes -
Advanced Pricing Table: Total
Hide the total unless the items are selected.
2 votes -
Pull/add existing products from catalog into Quote Builder
Currently, it's not possible to directly add existing products from your catalog into a Quote Builder via API (when creating documents via API with Quote Builder, all product information must be passed at the time of document creation, and products stored in PandaDoc cannot be used to populate Quote Builder)
2 votes -
Smart Content: Populate items based on Pricing Table selection
The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.
2 votes -
Custom permission to disable access to making products optional in quote block.
Prevent users from enabling the optional items toggle in a quote block.
2 votes -
Multiple line item insertion in pricing table
Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)
2 votes -
[Quote Builder] Add file upload field to quote builder
Some teams need to upload photos and documents during the quoting process—often while onsite with a customer. These files are essential to the internal workflow and must be captured before the customer-facing quote is generated.
2 votes -
Add multiplier on Pricing table footer
I want the subtotal to be multiplied by 12
2 votes -
Validation for Quote Builder columns
The client would like to set validation for the column in the QB: if the discount is set to value > 0, then the column for reasoning (text) must be filled in as well.
2 votes -
Desired cost per seat and then the app would calculate the necessary discount
Option to set a desired cost per seat first, and then the app would calculate the necessary discount.
2 votes -
Drop Down list in Custom Column in "Create a Quote" CPQ Step
Customer needs the ability to use a drop down column on the quote builder step to pick the country code for the product that its being sold in. The country codes cant be manually added since this is something that needs to be one to one with what they are tracking in Salesforce on the opportunity product custom field. Having reps manually enter the country codes could potentially cause inconsistency across the platforms causing their product level reporting to be off.
Having the ability to use a dropdown option with the country codes preset will remove any manual error that…
2 votes -
Add hyperlinks to to the Catalog by importing CSV
When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.
2 votes -
Pricing Table: Add an additional product when the recipient select a product from the options
Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.
2 votes -
Pricing Table: Apply Line-Item Discount to every Quantity
Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.
For example:
Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335If the recipient adds more quantity, it becomes like this:
Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,0112 votes -
2 votes
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Total for values within the pricing table column
Ability to add up just the values listed in the Price column
2 votes -
Quote builder: show discount column if the discount is 0% or $0
Show discount column in the quote builder for the recipient if the discount is 0% or $0
2 votes -
Apply merge rules for the pricing table in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes -
2 votes
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