Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Ability to add references to the pricing table.

    9 votes

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

    27 votes

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  4. split the pricing table cost into 2 document values

    3 votes

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  5. 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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  6. 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])

    13 votes

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  7. 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

    7 votes

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  8. 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)

    8 votes

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  9. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    1 vote

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  10. 17 votes

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  11. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    23 votes

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  12. 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.

    17 votes

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  13. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  14. enable quantity editing on all products simultaneously in the pricing table

    3 votes

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  15. Resize text, pricing table/table like an image block in blank page & cover page

    8 votes

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  16. Conditional approvals based on the Profit Margin in the pricing table

    2 votes

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  17. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    8 votes

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  18. Columns that the recipient will be able to edit (or put any info - not only QTY).

    16 votes

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  19. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    7 votes

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  20. Option to use dropdown in the pricing table

    25 votes

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