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24 results found

  1. Pricing Table calculations: Excel Formulas.

    432 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Inna Babii commented  · 

    link one product to another within catalog items (for example if something goes as a package)
    "one other thing that would be very helpful is to set if a catalog item should have tax/GST on it or not"

  2. [Payments] Receive payment by check

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Inna Babii commented  · 

    Availability to accept payments via checks through Stripe (using Payment app on doc). Once customer paid via check the document goes to Paid status.

  3. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    164 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Inna Babii commented  · 

    Possibility to add a couple of recipients as the first/second/third one to receive a document. For example:
    1 person first
    then to 5 persons
    then to 3 persons

  4. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    73 votes

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    Idea  ·  22 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Inna Babii commented  · 

    Availability to add links that jump from one part of a document to another part of the same document

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