Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The option to calculate percentage of a particular number.

    5 votes

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

    1 vote

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  3. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    12 votes

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

    1 vote

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

    1 vote

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  6. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    2 votes

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  7. 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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  8. Change the document value currency once the currency is set in pricing table.

    4 votes

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  9. Pushing SKU from Hubspot to PandaDoc.

    27 votes

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  10. hide currency in pricing table

    2 votes

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

    3 votes

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  13. 4 votes

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  14. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    3 votes

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  15. 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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  16. 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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  17. 1 vote

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  18. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    44 votes

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  19. we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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  20. 1 vote

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