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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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293 results found

  1. Subtotal for columns in Pricing Table

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Display tax percentage in pricing table for 2.0 (like it worked for 1.0)

    Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Pricing table total that separately shows total for recurring charges and total for a one-time fee (as in QuoteRoller)

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Column mapping for pricing tables for other CRMs (now available only for Salesforce)

    Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Apply a discount to all the pricing tables within the document at once

    Option to apply a discount to all the pricing tables at once

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. product catalog option to "deactivate" sku

    When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Pricing table remove columns for line items

    Allow to hide columns for individual line items

    4 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Edit text formatting in template when using data merge feature

    The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. remove Document value for a workspace

    4 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Catalog: Private Notes for Catalog Items

    A place for private notes when adding catalog items.

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Import product data from a .csv directly to a document or template.

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. default option to make items optional or qty editable in the pricing table

    4 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Adding different prices for one item in catalog

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. quote builder block for cash, card and finance charges

    Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Ability to choose pricing recurring billing period from annually to 2 years or more.

    Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Apply the search in the product catalog to similar words, not just identical ones

    a way to search for words appearing anywhere in the item record

    3 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Ability to share Product catalog with contacts without a PandaDoc account

    It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Decimal places in Document Value

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Share Catalog with Collaborators

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. The ability to show the customer a payment amount that is less than 100%.

    When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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