Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. An ability to hide the sections (not delete) mapped from Salesforce

    3 votes

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  2. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    2 votes

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  3. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  4. 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

    7 votes

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  5. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    3 votes

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  6. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    3 votes

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  7. Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)

    8 votes

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  8. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    3 votes

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  9. Deactivate an item in the catalog so it is no longer selectable in a price table, but is not deleted. Allows you to maintain an historical record of pricing.

    2 votes

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  10. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  11. The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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  12. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    5 votes

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

    23 votes

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  14. Copy Catalog Items and save as a new item

    24 votes

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  15. Resize text, pricing table/table like an image block in blank page & cover page

    8 votes

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

    3 votes

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  17. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  18. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    8 votes

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  19. Allow users to add the Cost of Goods as a column in a pricing table.

    13 votes

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  20. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    7 votes

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