Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    2 votes

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  2. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    1 vote

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  3. If you update an item in your catalog, all drafts and templates (that include this item) are refreshed with the updated catalog item. Clients sometimes update just a single item in the catalog, exporting the whole catalog and importing it back is just too many clicks for them

    1 vote

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  4. set a minimum revenue for a template so customers cannot purchase less than a predetermined amount

    1 vote

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  5. 2 votes

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  6. 1 vote

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

    16 votes

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  8. Ability to add several pricing tables in a row (page orientation - portrait) so that the Subtotal column is vertically aligned with the pricing table footer

    1 vote

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  9. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    3 votes

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  10. 2 votes

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  11. 1 vote

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  12. activity reporting for the pricing table only (extended with multiple options)

    1 vote

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  13. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    3 votes

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  14. Offer a conditional discount based on time- For instance, if the customer approves within the first 7 days after receiving the quote, they'll get 10% off, but if after the 7 days pass, the 10% discount option is removed.

    4 votes

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  15. 2 votes

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  16. New currency - Haitian gourdes

    1 vote

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  17. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    3 votes

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  18. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  19. ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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  20. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    1 vote

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