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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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670 results found

  1. Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.

    2 votes

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  2. Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.

    2 votes

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  3. Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.

    2 votes

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  4. Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.

    2 votes

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  5. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  6. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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  7. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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  8. Option to have 2 columns that reflect discount: percentage and amount (with negative sign)

    2 votes

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  9. Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row

    2 votes

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  10. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  11. 2 votes

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  12. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  13. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  14. Highlight the price of a product in the quote

    2 votes

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  15. Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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  16. In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.

    2 votes

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  17. -Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.

    2 votes

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  18. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes

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  19. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  20. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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