Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    1 vote

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  3. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    1 vote

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  4. Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    1 vote

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  5. May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    1 vote

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  6. 2 votes

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  7. the UF currency must have two decimal places. Please correct as soon as possible

    1 vote

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  8. 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.

    15 votes

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  9. ability to add multiple choice option to sections, so that recipient could choose between sections

    2 votes

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  10. translate products in pricing table to another languages

    1 vote

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  11. Ability to add two different currencies under one SKU/Product

    1 vote

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  12. 1 vote

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  13. Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    2 votes

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  14. Ability to add a heading in the pricing table

    1 vote

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  15. Hide rows in a pricing table

    8 votes

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  16. Allow to pass the formating for item descriptions for catalog items

    2 votes

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  17. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    3 votes

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  18. 1 vote

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  19. An ability to pull the catalog items data through the variables into the document/pricing table

    2 votes

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  20. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    1 vote

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