651 results found
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[Catalog] Order by SKU code
The option to make the articles to be ordered by default within their folder by the SKU code (catalog).
2 votes -
Move Checkbox
Ability to adjust were the optional checkbox falls in a pricing table
2 votes -
Attached the second document to Pipedrive or CRM when the first document is completed.
Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.
1 vote -
Pricing table: Create a Net Price Total column
I have 500 items, and each has a net price and a gross price. This is self-evident, and even if I have 5, 10, or 200 items in my offer/invoice, my customer sees the price column (net price) but not the total, which is important information for my customer in B2B business; we are only talking about net prices. However, the subtotal is always the gross amount; in my opinion, it is not possible otherwise in your offer/invoice. However, I additionally need the net total.
1 vote -
Ability to add an additional note for each section
The ability to add section notes and also subtext under a Section title would be great. These notes help outline specifics for each section and adds additional clarity to customers.
1 vote -
Flexible Formatting in Quote Builder and UI Notifications When a Formatting Issue and Breaks CRM Sync
We use PandaDoc with HubSpot. Current formatting requirements are very rigid. Would be very helpful and improve readability for our customers if quotes could have simple flexibility such as US date formatting option, forward slash or period for dates instead of strictly hyphens, and commas allowed for numbers.
It would also be very helpful if a simple notification appeared in the UI when there is a sync error. We have had ongoing mysteries with our team that can take 30-45 minutes to track down sometimes because a simple value mismatch has occurred (e.g. a comma used in a number, date…
1 vote -
Credit & Rebate Products
For our use case, we have a package of products if you commit to the 2 products, we give them a credit or rebate. While in the product catalog we are able to add a negative or set up a discount in table, but we like to use it as a product to explain the discount better than just a flat % or Dollar Value.
It would be nice if we could have the rebate products in the product catalog that are negative dollar values do our sales team has these fixed credits available when they pick from the product…
1 vote -
Auto Save for the Quote builder
It would be awesome to have Auto Save for the quote builder. That way if someone accidently exits out of the tab, it'll still save.
1 vote -
Text style bold in the column name in the quote builder
Text style bold in the column name in the quote builder
1 vote -
Variables for Quote builder section subtotal
It would be great to get the section totals to appear as variables vs. only the quote total.
1 vote -
Map dropdown field to QuickBooks Online
you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly
1 vote -
Restrict users from adding specific catalog products to pricing tables/quote builder.
Restrict users from adding specific catalog products to pricing tables/quote builder.
1 vote -
Quote formatting options: adjust layout
It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.
1 vote -
Add divider lines to quote builder columns
Add divider lines to quote builder columns (like a pricing table)
1 vote -
Shipping Fees in Pricing Tables OR Product Fees that follow Quantities
The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.
1 vote -
CPQ Data field currency
Would be great if there is a data field option as a currency.
This way we can use this variable as an item from quote to document display.
D1 vote -
Export Catalog Folders
Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue
1 vote -
Quote builder: "You'll save" field with %
We'd like to see "You'll save" field with % of the discount
1 vote -
Quote builder: custom field layout
It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.
1 vote -
Scale-based pricing: fixed quantity
for the option to have volume-based pricing model
it would be great to have scale based pricing modelthis can help keep a fixed number
50
100
150
500this would help our team not stray away from packages that we have.
right now we would have to create a package per QTY
0 votes
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