21 results found
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Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
48 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Work with Product Catalog Items -
Smart content based on the products selected / used in the document
want to populate the smart content option based on the products used in the document
33 votesHi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view.
For more information, please review our Smart Content Help Center Article.
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Optional section in pricing table
Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])
27 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!
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discounted price per unit
The option to show the discounted price per unit (not only the final one).
Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.
26 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with Quote builder (CPQ). For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!
https://support.pandadoc.com/hc/en-us/articles/9454094843671-CPQ
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change currency in the quote builder
change currency in the quote builder
24 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Show price before and after discount (tax, fee)
Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.
22 votes -
Quote Builder - Multiple choice in Quote sections
Add the ability to enable a recipient to select just 1 option within multiple options within a quote section
7 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.
6 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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Choose one ONE required item from all the optional items
We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table
4 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
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Add hyperlink to products (quote builder and pricing table)
Add hyperlinks to products (quote builder and pricing table)
3 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the video below!
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Add options to "you'll save" row in the Quote Builder
I would like to indicate for the recipient how much they will save per year or quarterly, not only per month
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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Edit bundled products within Quote builder
I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Create product bundles within Quote builder
Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Pull custom fields into the Quote builder
Pull custom fields into the Quote builder
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to have multiplier applied to product price column
Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below! -
HubSpot product text column to Pricing Table
Customer would like to pass product text column to PT from HubSpot
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to change prices on product window without clicking the 3 dots option in the right side of quote builder
Ability to change prices on product window without click the 3 dots option in the right side of quote builder
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Disable Subtotal on Advanced Quotes
Delete the subtotals (recurring and one-time) permanently.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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