639 results found
-
5 votes
-
Create Sub-products: Package options for catalog
Availability to add sub products
for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc5 votes -
To pull in a CRM field value as document value: populate Document Value from CRM integration
Make Document.Value to populate from integration/API directly.
5 votes -
Table modifications
should be possible to separate rows that belong to the columns
Each of the columns should have several lines
ability to draw lines for the table (as it is possible in word now)
improved design options so you can create the table/chart from scratch and recreate the same table as you have in word5 votes -
Ability to set document value to pricing table subtotal
I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes
5 votes -
Option to set the Pricing Table Optional item as a default setting for workspace
Option to set the P.Table Optional item as a default
5 votes -
translate products in pricing table to another languages
translate products in pricing table to another languages
5 votes -
ability to add multiple choice option to sections, so that recipient could choose between sections
ability to add multiple choice option to sections, so that recipient could choose between sections
5 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:
- https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
-
5 votes
-
Sync Pandadoc CPQ with Salesforce Pricebooks
We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.
5 votes -
5 votes
-
Pricing Table: Duplicate sections, Save sections, Merge Tables.
It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!
5 votes -
Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 votes -
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
5 votes -
5 votes
-
pass category field from ZOHO product into pandadoc pricing table
pass category field from ZOHO product into pandadoc pricing table
5 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
4 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
4 votes -
Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
4 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.
4 votes
- Don't see your idea?