Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Pricing table can be resize to adapt in PDF page break.

    2 votes

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  2. 2 votes

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  3. 2 votes

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  4. Manually put total sum value on the Pricing Table

    2 votes

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  5. It would be great if you update an item in the catalog and those changes are reflected in any new instance where the pricing tables are used. This way our team can be assured that they are using the most up-to-date pricing for our services without needing to manually update each template.

    2 votes

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  6. 2 votes

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  7. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    2 votes

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

    2 votes

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  9. 2 votes

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  10. ability to add multiple choice option to sections, so that recipient could choose between sections

    2 votes

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  11. 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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  12. Allow to pass the formating for item descriptions for catalog items

    2 votes

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

    2 votes

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  14. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    2 votes

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  15. 2 votes

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

    2 votes

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  17. 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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  18. 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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  19. Automatic update of currency depending on the currency of catalog item.

    2 votes

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  20. 2 votes

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