535 results found
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MS Dynamics / Monday.com: Map products to specific tables or sections
The ability to pull products from MS Dynamics into specific table or sections when creating a document.
7 votes -
quantity editing for all the pricing table
enable quantity editing on all products simultaneously in the pricing table
7 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Section quantity in Quote Builder
You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.
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Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients
Be able to set a Min/Max on Quantity when it's Editable for Recipients
7 votes -
Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
6 votes -
Quote builder totals variable
When you create a quote in Quote builder - you have sections you can create.
Imagine where you have
Section A - with a total of $100
Section B - with a total of $200
Section C - with a total of $300once you build your quote and then go into the doc
it would be great to access those values via variables
for example
[Section A.Total]Right now I can only get
[Quote 1.Total]This would help build out pricing tables and summaries in the document that reference the quote.
6 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
6 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
6 votes -
Multiple currencies per product in Catalog
Multiple currencies per product in Catalog
6 votes -
Specify available quantity for products in pricing table and quote builder
The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count
6 votes -
Add hourly billing type to catalog products.
Add hourly billing type to catalog products.
6 votes -
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 votes -
Alternative logic for line item discounts in Quote builder
Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.
6 votesLindsey Schocke responded
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See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
6 votesValeryia Baranava responded
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Use text values in pricing column: add text to the price column in the pricing table
add text to the price column in the pricing table like: To be determined instead of the price
6 votes -
6 votes
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Pricing table - wider description box
if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
In turn this make the pricing table longer if you have detailed descriptions or explanations.In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.
Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.
Separate issue - option to set currency to blank if accidently set to one. If you only…
6 votes -
6 votes
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Make document value optional (for HR and not-commercial documents)
Option to disable the document value for documents that have no commercial value.
For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.6 votes -
Passing separate unit discount from Hubspot
There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.
6 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
6 votes
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