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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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675 results found

  1. Add hourly billing type to catalog products.

    6 votes

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  2. 3 votes

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  3. Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

    3 votes

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  4. Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually

    1 vote

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

    16 votes

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  6. Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

    1 vote

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  7. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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  8. Option to add a fee only to one line item and exclude all other items

    1 vote

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  9. Calculate a total for a pricing table plus a regular table

    2 votes

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  10. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  11. 1 vote

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  12. Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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  13. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    11 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists and is available via API. You can create catalog items with negative price via API, and this items will be reflected and calculated accordingly in Quote Builder. For more information, please follow the link: https://developers.pandadoc.com/reference/create-catalog-item

    To learn about how you can switch to the API plan, please reach out to your Account Manager or to our support team.

  14. The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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  15. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  16. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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  17. Update document value if specific radio button is checked

    4 votes

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  18. Ability to edit font size in quotes after CRM data merge

    1 vote

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    • Will allow the changes like added lin items will reflect on the pricing table
    3 votes

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  19. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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