21 results found
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Quote builder: profit and margin
Option to use Profit and Margin app with Quote builder
25 votes -
quote builder layout
more options for quote builder layout like the current pricing table layout
16 votes -
Zapier - Quote builder
quote builder to be available in Zapier
16 votes -
8 votes
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Editing the Qoute Builder Design
Editing the Qoute Builder Design
- Will allow the user to edit the size of the column of the Qoute builder
8 votes -
Option to hide the Subtotal and Total lines below the Quote Builder
- Will allow the user to hide the Sub total and the Total same as on the pricing table.
7 votes -
To choose a specific date for the recurring charge in the catalog ( advance quotes)
To choose a specific date for the recurring charge in the catalog ( advance quotes)
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
6 votes -
Quote builder 2 way sync with Salesforce
2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.
5 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"
5 votes -
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog
4 votes -
Pass Recurring Payments from SalesForce to PandaDoc Quotes
Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.
3 votes -
Insert page breaks in Quote Builder
To better manage item distribution in Quote Builder during PDF rendering.
3 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.
3 votes -
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.
2 votes -
Quote builder: notification when product was added by the signer
The ability for the document sender to receive a notification if the recipient added products using the quote builder.
2 votes -
Stop Quote Builder from Floating to the top when adding a Row
Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.
2 votes -
Column mapping in the quote builder
The option to set up column mapping in the quote builder - similarly to pricing table.
1 vote -
Inline comments for Quote Builder Block
Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.
1 vote -
Option to remove the tiered note/bundle descripton on the Qoute builder
Option to remove the bundle descripton on the Qoute builder
allow the user to remove the tierednote/pricing descripton once volume pricing is chosen
1 vote -
[Integration] Add images to Quote Builder from CRM
Allow automatically inserting images to the quote builder from a CRM or other integration.
1 vote
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