Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    1 vote

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  3. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    1 vote

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  4. Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    1 vote

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  5. May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    1 vote

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  6. To have the option to save a product from the pricing table to the catalog for manually added products

    1 vote

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  7. the UF currency must have two decimal places. Please correct as soon as possible

    1 vote

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  8. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    3 votes

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  9. translate products in pricing table to another languages

    1 vote

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  10. Ability to add two different currencies under one SKU/Product

    1 vote

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  11. 1 vote

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  12. Ability to add a heading in the pricing table

    1 vote

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  13. 1 vote

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  14. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    1 vote

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  15. move the value of price/amount on the pricing table

    2 votes

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  16. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  17. ability to have a check box to make an entire pricing table optional

    5 votes

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  18. The option to make the checkboxes within the pricing table only editable to users and not recipients

    1 vote

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  19. For example, be able to type .5 without having to type 0.5

    1 vote

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  20. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    1 vote

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