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  1. Non-taxable line items

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Caleb Figueiredo commented  · 

    Toggle taxable items in the pricing table.
    For example some items are not taxable until they are bundled with tangible items.
    Some items are not taxable, such as shipping.

    Caleb Figueiredo supported this idea  · 

  2. Pass address fields from Freshsales to Pandadoc

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Caleb Figueiredo commented  · 

    It's a huge inconvenience. not to be able to pull contact data from FreshSales.
    To make matters worse, if I pre-popuate address information for a contact in Pandadoc, it's overwritten when we create a document in FreshSales with blank information. It did not use to be this way. I was using this as a workaround until it stopped working.

    Caleb Figueiredo supported this idea  · 

  3. Pull product data from Freshsales to pricing tables

    26 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Caleb Figueiredo commented  · 

    This would save a lot of time, and would help us keep our product list synced with quickbooks.

    Caleb Figueiredo supported this idea  ·