Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to easily show MRC vs NRC products/services and then bill accordinly, i.e., 1st month payment maybe be MRC + NRC and then recurring payments monthly for 12/24/36 month contract.

    1 vote

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  2. Items from the product catalog update in the pricing table update automatically

    1 vote

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  3. It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(

    1 vote

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  4. Allow catalog to pull data from an API source.

    1 vote

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  5. 1 vote

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  6. 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)

    1 vote

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  7. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  8. 2 votes

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  9. 2 votes

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  10. Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    1 vote

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  11. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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  12. Option to add a percentage fee only for one separate section

    1 vote

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  13. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    2 votes

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  14. 1 vote

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  15. 1 vote

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  16. change column name in csv when importing products into pandadoc catalog

    1 vote

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  17. 1 vote

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  18. Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    1 vote

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  19. In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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  20. Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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