Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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

    1 vote

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  3. 1 vote

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  4. for example, I will have a quote that is $5000 upfront and then $560 per month
    sometimes I know how many months they're using us for and sometimes I don't
    is there a way for the doc to separate out monthly costs and create a full total from the two numbers? f I could combine all the monthly costs and then offer a 'how many months' line that was editable that would work

    1 vote

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  5. 1 vote

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  6. Fee option in Ev1.

    1 vote

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  7. The option to put a note in the pricing table without pricing, tax, etc (so only the note appears on the left as an item name and all other columns were blank).

    The option to change the color of the numbers in the price column.

    1 vote

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  8. Put a tickbox into different columns (in pricing table) - not only to the first one (with the name).

    1 vote

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  9. The option to put text into the subtotal column.

    1 vote

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  10. 1 vote

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  11. Pricing Table: Predefined tokens (#2 need)
    Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Duplicate price column in a pricing table.

    1 vote

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  15. 1 vote

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  16. Make pricing table footer fields available for custom mapping

    1 vote

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  17. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    1 vote

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  18. The option to have the Quantity column for an unchecked box in the pricing table automatically set to 0.

    1 vote

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

    1 vote

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  20. 1 vote

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