669 results found
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[bug] Discount in $ changes to % if the discount is 0.
When pushing data from HubSpot, if there is a line item without a discount (i.e.. $0.00), PandaDoc automatically changes the discount to a percentage for some reason. All line items are $$ amounts in HubSpot; this is happening on the backend. As a client-facing document, it looks unprofessional showing every other line item in $ and 1 line item in %. We have to manually change it to $ on every single document.
1 vote -
Merge Columns in Pricing Table
Merge columns in pricing table
1 vote -
Individual variables for section totals in pricing table
I'd like to be able to use section totals as unique variables from a pricing table (not just the subtotal/taxes/fees/total at the bottom).
1 vote -
Option to set deposit percentage on pricing table
Each plan requires a different deposit percentage (20%, 25%, 30%)
1 vote -
The specific format where the original price is struck through and the discounted price appears below
The ability to show the original price struck through with the discounted amount below, and a separate “Unit Discount” line under each item. Do some customization to the Pricing Table. A way to create a custom column in the pricing table, and have that custom column reference Line Items from Hubspot.
1 vote -
Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Quote UX imppovements (to match pricing table options)
The client needs to make sure the design of their quotes is EXACTLY as it used to be - they were using pricing tables before. Now that they moved to CPQ, there are some quote design limitations that are critical for them:
Bold column headers
Alternate row colours
Italic description1 vote -
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 -
[Quote Builder] 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 -
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
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