Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(

    1 vote

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  2. Allow catalog to pull data from an API source.

    1 vote

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  3. 1 vote

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  4. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    1 vote

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  5. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  6. Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    1 vote

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  7. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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  8. Option to add a percentage fee only for one separate section

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. change column name in csv when importing products into pandadoc catalog

    1 vote

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  12. 1 vote

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  13. Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).

    1 vote

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  14. In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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  15. Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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  16. I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table

    1 vote

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  17. Option to sync Deal amount to Document value with out the use of pricing table

    1 vote

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  18. I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    1 vote

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  19. : similar to how field mapping works on the CRM/API. You could set up catalog field mapping, create custom columns and allocate the data from catalog to populate those columns

    1 vote

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  20. 1 vote

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