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6 results found

  1. Export details - Audit Trail

    138 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Victoria Aime supported this idea  · 

  2. Populate Document Expiration Date Variable before sending

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  3. Calculate tax by location

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Victoria Aime shared this idea  · 

  4. Subtotal *without* line item discounts total & the subtotal without discount

    31 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Victoria Aime supported this idea  · 
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    Victoria Aime commented  · 

    Would like to be able to show subtotal before tax for all items. As it is, any taxes that are added to specific products also show the price with tax included in the subtotal.

  5. [Quote Builder]: profit and margin

    47 votes

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    10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Victoria Aime supported this idea  · 

  6. [Quote Builder]: Ability to edit spacing in quote builder (Design)

    15 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Victoria Aime supported this idea  ·