659 results found
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document value should be changed to the paid amount
document value should be changed to the paid amount
3 votes -
ev2 pricing tables- open entry text field for signers in pricing tables.
ev2 pricing tables- open entry text field for signers in pricing tables.
"I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""
3 votes -
3 votes
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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 votes -
2 votes
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Conditional Logic Between Fields and Pricing Tables
Option to trigger a 15% price discount in the pricing table if a recipient selects a certain option in the drop-down field.
2 votes -
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Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.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 -
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 -
Ability to change the default "Sort by" option for product catalog when adding products to QB block
Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).
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
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