Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Conditional approval based on the type of line item.

    3 votes

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  2. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    3 votes

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  3. Option to apply a discount to all the pricing tables at once

    3 votes

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  4. 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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  5. Ability to update the pricing table products when product price(info) changes

    3 votes

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  6. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    3 votes

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  7. An ability to hide the sections (not delete) mapped from Salesforce

    3 votes

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  8. Assign custom fields to columns in the Price Table

    3 votes

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  9. When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    3 votes

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  10. enable quantity editing on all products simultaneously in the pricing table

    3 votes

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  11. 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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  12. 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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  13. 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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  14. 3 votes

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  15. 3 votes

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  16. Auto-sort from highest price to lowest in the pricing table.

    3 votes

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  17. 3 votes

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

    3 votes

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  19. I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    2 votes

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  20. Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    2 votes

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