657 results found
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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 -
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 -
Strikethrough amounts on pricing table.
Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)
1 vote -
[Workflows] Add dynamic content in the email message body
Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.
1 vote -
Markup Input and Adjustment
I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.
1 vote -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
1 vote
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Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
1 vote -
Update prices without having to download the entire catalog
Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.
English:
Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.1 vote -
Editable subtotals, columns and smart fields
Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text
Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal
We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row
We ultimately just need the smart fields to…
1 vote -
Ability to create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote -
Add "add to top of section" option when adding products in pricing table
Currently, when you click add products, it automatically adds them to the bottom of the section.
Some of my templates have things at the bottom and I want them to stat at the bottom.
I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them1 vote
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