Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. the UF currency must have two decimal places. Please correct as soon as possible

    2 votes

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  2. Ability to add two different currencies under one SKU/Product

    2 votes

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

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. 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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  7. Option to delete a section header in the Pricing table without deleting the rows within the section

    2 votes

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  8. Deactivate an item in the catalog so it is no longer selectable in a price table, but is not deleted. Allows you to maintain an historical record of pricing.

    2 votes

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  9. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  10. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    2 votes

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  11. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  12. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. Conditional approvals based on the Profit Margin in the pricing table

    2 votes

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  16. 2 votes

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  17. The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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  18. Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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  19. Ability to easily show MRC vs NRC products/services and then bill accordinly, i.e., 1st month payment maybe be MRC + NRC and then recurring payments monthly for 12/24/36 month contract.

    1 vote

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  20. Items from the product catalog update in the pricing table update automatically

    1 vote

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