Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    12 votes

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  2. 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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  3. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    5 votes

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  4. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    3 votes

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

    5 votes

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  6. Allow to hide columns for individual line items

    1 vote

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  7. 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.

    3 votes

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

    5 votes

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  9. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    4 votes

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  10. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    6 votes

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  11. Include the option to show the subtotal after discount but before tax in the summary section of the pricing table.

    14 votes

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

    3 votes

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  13. 7 votes

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  14. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  15. 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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  16. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  17. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    3 votes

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  18. Hide rows in a pricing table

    12 votes

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  19. 2 votes

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  20. The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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