Settings and activity

5 results found

1. The option to display the total in the pricing table excluding tax/discounts/fees

   135 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   • Formulas
   • Rules
   • Lookup Tables

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Luis Farias supported this idea  ·  Sep 23, 2022

2. CPQ calculations: Excel Formulas.

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   671 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Luis Farias supported this idea  ·  Sep 13, 2022

3. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design

   7 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Luis Farias commented  ·  Sep 7, 2022  ·  Edit…  ·  Delete…

   keyboard shortcut to insert a row PLEASE

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   Luis Farias supported this idea  ·  Sep 7, 2022

4. Catalog List-View

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Luis Farias shared this idea  ·  Aug 4, 2022

5. Catalog: Private Notes for Catalog Items

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Luis Farias supported this idea  ·  Aug 4, 2022