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Ideas to Improve PandaDoc

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  • 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. Now it is only possible to have bullet points in the description, but there is no way to add sub-points under bullet points. Could we add bullet points to the bullet points in the catalog?

    1 vote

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  2. Will allow the user to set different pricing tiers per product.

    1 vote

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    • will allow he user to set tailored discount based on a specific factor
    2 votes

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  3. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    2 votes

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  4. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    9 votes

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  5. It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    3 votes

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  6. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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  7. 3 votes

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  8. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  9. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  10. 3 votes

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  11. Catalog picture upload will have 3x2 ratio to fill the image frame properly

    1 vote

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  12. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  13. 1 vote

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  14. In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote

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  15. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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  16. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    5 votes

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  17. The ability to bulk update the recurring column in quotes

    3 votes

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  18. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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