535 results found
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[Quote builder] Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
9 votes -
Conditional formulas in Pricing Table
Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.
9 votes -
Group Pricing Tables based on Product Names
I'd like to press one button to group pricing tables by "Product" or by columns/fields.
For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.
9 votesValeryia Baranava responded
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copy and paste the tables and pricing tables from PandaDoc to a word/excel files
copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.
9 votes -
Option to hide the pricing table on specific recipient
Option to hide the pricing table on specific recipient.
- Will allow the sender/user to hide the pricing table to a specific recipient.
9 votes -
Option to hide product catalog item
hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future
9 votes -
Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
9 votes -
Option to delete a section header in the Pricing table without deleting the rows within the section
Option to delete a section header in the Pricing table without deleting the rows within the section
9 votes -
Automatically Calculate Exchange Rate
Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years
9 votes -
References in the Pricing Table
Ability to add references to the pricing table.
9 votes -
Prorated invoice option (automatic)
Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.
9 votes -
Omit zero values for pricing tables (show them blank)
i have items coming from the CRM to the pricing table that have 0.00 value
I want to omit this to show blank9 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
8 votes -
8 votes
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[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
8 votes -
Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
8 votesLindsey Schocke responded
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Ability to delete columns in the pricing table if any of the columns is restricted.
Ability to delete columns in the pricing table if any of the columns is restricted.
8 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
8 votes -
Ability to edit Quote Builder block via mobile app
Ability to edit Quote Builder block via mobile app
8 votes -
Mass Update Catalog Pricing by Percentage
Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.
It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"
8 votes
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