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37 results found

  1. Alternative logic for line item discounts in Quote builder

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  2. Mass Update Catalog Pricing by Percentage

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  3. [Quote Builder]: Insert page breaks in Quote

    20 votes

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  4. Save custom Quote builder products to Catalog

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  5. 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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    Connor Prestidge supported this idea  · 

  6. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    131 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Connor Prestidge supported this idea  · 

  7. Conditional Logic set up in Pricing tables

    224 votes

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    13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  8. click the name on the pricing table to show more images of the product/item

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  9. To have one product catalog that syncs with all of your workspaces and allows each product to be displayed in multiple currencies

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  10. Delete the catalog in one click

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Connor Prestidge supported this idea  · 

  11. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    47 votes

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    6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Connor Prestidge supported this idea  · 

  12. Catalog product items usage reporting

    58 votes

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    7 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

    Connor Prestidge supported this idea  · 

  13. Default size and font for a field

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Connor Prestidge supported this idea  · 

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

    50 votes

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

  15. Use custom variables/fields in forms

    62 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Connor Prestidge supported this idea  · 

  16. Significantly speed up document loading speed, decrease clunky processing times

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Connor Prestidge supported this idea  · 

  17. Pass files from CRM to Pandadoc

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Connor Prestidge supported this idea  · 

  18. Pricing Table will update once line item is added on the Deal [CRM]

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    36 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Connor Prestidge supported this idea  · 

  20. Hubspot automations: more options to trigger the 'update line items' task

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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