Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    3 votes

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  2. 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.

    3 votes

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  3. ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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

    3 votes

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  5. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    3 votes

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  6. 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.

    3 votes

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  7. 3 votes

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  8. 3 votes

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  9. 3 votes

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  10. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  11. 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

    2 votes

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  12. 2 votes

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

    2 votes

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  14. 2 votes

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  15. Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    2 votes

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  16. Allow to pass the formating for item descriptions for catalog items

    2 votes

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  17. An ability to pull the catalog items data through the variables into the document/pricing table

    2 votes

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  18. 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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  19. hide currency in pricing table

    2 votes

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  20. 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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