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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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311 results found

  1. Columns that the recipient will be able to edit (or put any info - not only QTY).

    16 votes

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  2. translate products in pricing table to another languages

    1 vote

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  3. Automatic update of currency depending on the currency of catalog item.

    4 votes

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

    25 votes

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  5. Be able to set up discounts for catalog items and insert the items with those discounts

    5 votes

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  6. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    6 votes

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  7. 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.

    68 votes

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  8. Pushing SKU from Hubspot to PandaDoc.

    28 votes

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  9. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  10. 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)

    11 votes

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  11. The option to make the checkboxes within the pricing table only editable to users and not recipients

    1 vote

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  12. For example, be able to type .5 without having to type 0.5

    1 vote

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  13. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    1 vote

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  14. 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.

    4 votes

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  15. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  16. Option to apply a discount to all the pricing tables at once

    3 votes

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

    3 votes

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  18. 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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  19. 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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  20. 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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