Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The ability to lock a section of the pricing table so that users have access to edit a column within the table but admins have the ability to lock certain columns down.

    6 votes

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  2. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    6 votes

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  3. Allow users to add the Cost of Goods as a column in a pricing table.

    6 votes

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

    5 votes

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  5. 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.

    5 votes

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  6. 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.

    4 votes

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  7. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    4 votes

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  8. The option to calculate percentage of a particular number.

    4 votes

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  9. 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

    4 votes

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  10. 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.

    4 votes

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  11. Ability to set up default tax for the pricing table

    4 votes

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  12. 4 votes

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  13. duplicate pricing table sections

    4 votes

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  14. Possibility to change subtotal/total manually.

    4 votes

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  15. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    4 votes

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  16. We operate in Australia and by default when we select Australian Dollars it is listed as $AU but here in Australia we just want to have this listed as $ since we don't deal with international markets. At the moment we use the USD currency to have the $ displayed correctly. It would be nice if you were not so US centric but changed the display of the currency based perhaps on the location that you select as a default. Here $ infers that you are talking in Australian dollars, $USD infers you are talking about United States Dollars.

    3 votes

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  17. 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.)

    3 votes

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  18. 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.

    3 votes

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

    3 votes

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