Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. 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.

    4 votes

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  3. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  4. 4 votes

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  5. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    4 votes

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  6. Change the document value currency once the currency is set in pricing table.

    4 votes

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  7. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    4 votes

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  8. 4 votes

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

    4 votes

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  10. Ability to add references to the pricing table.

    4 votes

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  11. 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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  12. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    4 votes

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  13. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    4 votes

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  14. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    4 votes

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  15. Offer a conditional discount based on time- For instance, if the customer approves within the first 7 days after receiving the quote, they'll get 10% off, but if after the 7 days pass, the 10% discount option is removed.

    4 votes

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  16. 4 votes

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  17. duplicate pricing table sections

    4 votes

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  18. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    4 votes

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  19. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    3 votes

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  20. 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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