Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. If you update an item in your catalog, all drafts and templates (that include this item) are refreshed with the updated catalog item. Clients sometimes update just a single item in the catalog, exporting the whole catalog and importing it back is just too many clicks for them

    1 vote

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  2. set a minimum revenue for a template so customers cannot purchase less than a predetermined amount

    1 vote

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  3. set up default quantity

    2 votes

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  4. Hide rows in a pricing table

    10 votes

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  5. 2 votes

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

    4 votes

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  7. 2 votes

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  8. Ability to add several pricing tables in a row (page orientation - portrait) so that the Subtotal column is vertically aligned with the pricing table footer

    1 vote

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  9. 1 vote

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  10. Ability to add references to the pricing table.

    5 votes

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  11. activity reporting for the pricing table only (extended with multiple options)

    1 vote

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  12. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    8 votes

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  13. split the pricing table cost into 2 document values

    2 votes

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  14. the option to pull the product without a description

    2 votes

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  15. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    5 votes

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  16. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    4 votes

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  17. New currency - Haitian gourdes

    1 vote

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  18. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    2 votes

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  19. 2 votes

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  20. Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)

    9 votes

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