Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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  2. 1 vote

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  3. change eur symbol position in pricing table as per European format
    not € 0.00 but 0.00€

    1 vote

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  4. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    2 votes

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  5. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    1 vote

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  6. Save a folder within a folder in catalog

    1 vote

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  7. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    8 votes

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  8. Classifying products in product catalog by a line item number rather than SKU to allow for flexibility in updating SKU

    1 vote

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  9. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    14 votes

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  10. Be able to hide/remove the "AUD" in pricing table and dashboard

    1 vote

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  11. hide currency in pricing table

    2 votes

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  12. 4 votes

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  13. Ability to add a product from catalog to the pricing table to create another line item instead of being added to qty

    1 vote

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  14. 1 vote

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  15. In the same way an object created within a quote can be added to the Object Library quickly, I would like to be able to add a single price table line item on a quote to the catalog with a few clicks.

    1 vote

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  16. catalog sharing across workspaces

    1 vote

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  17. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  18. ability to use pricing tables profit&margin variables

    1 vote

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  19. At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    11 votes

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  20. Option to delete a section header in the Pricing table without deleting the rows within the section

    1 vote

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