Settings and activity

4 results found

1. AvaTax (Avalara)

   8 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Kellan Rechat commented  ·  Aug 13, 2025  ·  Edit…  ·  Delete…

   YES PLEASE! We really need this feature.

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   Kellan Rechat supported this idea  ·  Aug 13, 2025

2. Pricing Table - set up Default Tax: Tax calculations

   53 votes

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   5 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.

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   Kellan Rechat commented  ·  Aug 13, 2025  ·  Edit…  ·  Delete…

   Following up on this. We are looking for a Tax calculator integration with Avalara.

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   Kellan Rechat supported this idea  ·  Aug 13, 2025

3. Tax Update

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Kellan Rechat supported this idea  ·  Aug 13, 2025

4. Integrate PandaDoc with a Tax calculator

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Kellan Rechat commented  ·  Aug 13, 2025  ·  Edit…  ·  Delete…

   In order for us to collect payment thorugh PandaDoc, we need to collect the appropriate sales tax.

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   Kellan Rechat supported this idea  ·  Aug 13, 2025