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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. 13 votes

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  2. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    3 votes

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  3. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    8 votes

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  4. Allow automatically inserting images to the quote builder from a CRM or other integration.

    3 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!

  5. Duplicate categories in the catalog

    4 votes

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  6. 2 votes

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  7. Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    4 votes

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  8. 1 vote

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

    23 votes

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  10. 1 vote

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  11. 1 vote

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  12. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  13. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  14. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    9 votes

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  15. Will allow the user to set conditional logic for Qoute builder

    18 votes

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  16. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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  17. 55 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!

  18. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 votes

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  19. For the signer/recipient to pick their billing period

    3 votes

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  20. Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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