Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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

    8 votes

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  4. split the pricing table cost into 2 document values

    3 votes

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  5. Possibility to change subtotal/total manually.

    15 votes

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

    26 votes

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  7. 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.

    7 votes

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  8. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  9. 2 votes

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  10. 2 votes

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  11. Allow to hide columns for individual line items

    1 vote

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  12. 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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  13. enable quantity editing on all products simultaneously in the pricing table

    3 votes

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  14. 5 votes

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  15. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    6 votes

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  16. Be able to set a Min/Max on Quantity when it's Editable for Recipients

    5 votes

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  17. 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.

    6 votes

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  18. 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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  19. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    5 votes

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  20. 3 votes

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