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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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316 results found

  1. Can we put the Total before discount as an option in pricing tables?

    I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.

    1 vote

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  2. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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  3. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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  4. restrict the quantity editing for specific recipients.

    To be able to assign the roles ( specific recipients) who can edit the quantaty
    https://pandadoc.zendesk.com/agent/tickets/444954

    1 vote

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  5. to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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  6. 2 votes

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  7. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    2 votes

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  8. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    7 votes

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  9. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  10. If a Form has a pricing table with optional items and a payment integration, a recipient does not get the option to select an optional item before being asked to pay.

    1 vote

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  11. 1 vote

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  12. Have more design options to make optional item in the pricing table more visible for the recipient when it's not selected, for example, more obvious tick box

    2 votes

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  13. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  14. 1 vote

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  15. The ability to change the default size for one column and also the ability to allow one column to show as bulleted for all documents created from the template.

    1 vote

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  16. Editable discount: allow one of the signers to adjust discount for the second signer

    1 vote

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  17. 1 vote

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  18. 3 votes

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  19. For example -- so that each line item discount % would automatically be what is entered for the

    3 votes

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  20. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    8 votes

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