Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    343 votes

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  2. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    277 votes

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  3. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    114 votes

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  4. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    58 votes

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  5. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    55 votes

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  6. Implement recurring type of payments in a pricing table

    46 votes

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  7. Pushing SKU from Hubspot to PandaDoc.

    28 votes

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  8. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    26 votes

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  9. Be able to have multiple currencies in a pricing table

    26 votes

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  10. Make the optional items in pricing table required for the customer to choose.

    23 votes

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  11. Copy Catalog Items and save as a new item

    23 votes

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  12. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    22 votes

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  13. Ability to set up default tax for the pricing table

    22 votes

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  14. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    21 votes

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  15. Option to use dropdown in the pricing table

    21 votes

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  16. Option to hide currency sign in the pricing table column.

    Will allow the user to hide currency sign, on the pricing table.

    20 votes

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  17. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    20 votes

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  18. At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    17 votes

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  19. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    17 votes

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  20. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    16 votes

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