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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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75 results found

  1. Option to use Profit and Margin app with Quote builder

    32 votes

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  2. Qoute Builder has the same features like the pricing table

    • Mutiple choice
    • Optional editing [items/quantity]
    • Will hide the non selected items
    22 votes

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  3. quote builder to be available in Zapier

    18 votes

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  4. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    13 votes

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  5. Ability to edit spacing in quote builder (Design)

    11 votes

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  6. 10 votes

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  7. Ability to add a price range and calculate the total based on the price range

    9 votes

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  8. I would like to be able to save the products I've edited in Quote builder back to catalog

    9 votes

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  9. To choose a specific date for the recurring charge in the catalog ( advance quotes)

    Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    8 votes

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  10. To better manage item distribution in Quote Builder during PDF rendering.

    7 votes

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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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  11. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    7 votes

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  12. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    6 votes

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  13. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  14. 2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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  15. Ability to edit Quote Builder block via mobile app

    6 votes

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  16. hide decimals points in the quote builder

    5 votes

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  17. Being able to use Quote Builder with Transfer Data functionality.

    4 votes

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  18. Ability to change default fonts on the Quote Builder

    4 votes

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  19. Required option for Quote Builder - similar to fillable fields

    4 votes

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