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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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  2. 4 votes

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  3. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    14 votes

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  4. 13 votes

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  5. 5 votes

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  6. Option to put formulas into variables similar to Excel

    89 votes

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  7. Ability to add variables in columns that are not just plain text so that they can be multiplied.

    85 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  8. Allow for information put into fields to be exported as a CSV or Excel file.

    134 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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