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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Pricing Table calculations: Excel Formulas.

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    638 votes

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    60 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Conditional Logic set up in Pricing tables

    Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    218 votes

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    13 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    64 votes

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    10 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    40 votes

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    8 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  5. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    In development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is being developed. We'll send you another email once it is available for testing. Have a marvelous day!

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