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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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605 results found

  1. add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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  2. Bold the Grand Total in the Quote

    2 votes

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  3. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    4 votes

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  4. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  5. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  6. 3 votes

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  7. Hide product description in Pricing Table

    2 votes

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  8. Automatically add products selected in Quote Builder to a Pricing Table

    2 votes

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  9. Bulk Update document value and currency

    2 votes

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  10. to change the colour of individual text elements in a quote builder

    For example, to make the ticks green and the crosses red in the description

    3 votes

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  11. Bi-weekly billing period option for recurring products

    4 votes

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  12. Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:

    Band 1: 1-20 Price X
    Band 2: 21-50 Price Y
    Band 3: 51-100 Price Z

    If a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:

    20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?

    2 votes

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  13. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  14. 1 vote

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  15. As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.

    1 vote

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  16. Now it has no name while other columns do have a name and it can be edited

    2 votes

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  17. Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections

    2 votes

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  18. Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.

    English:
    Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.

    1 vote

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  19. Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text

    Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal

    We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row

    We ultimately just need the smart fields to…

    1 vote

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  20. Ability to create active subscriptions instead of the scheduled ones

    1 vote

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