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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently, when you click add products, it automatically adds them to the bottom of the section.
    Some of my templates have things at the bottom and I want them to stat at the bottom.
    I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them

    1 vote

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  2. Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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  3. Calculate the subtotal based on the discount of one item instead of based on the full quantity.
    If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY

    2 votes

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  4. Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.

    3 votes

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  5. Hide a volume based pricing in the Quote builder

    2 votes

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  6. Multiple currencies per product in Catalog

    4 votes

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  7. 5 votes

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  8. Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.

    We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.

    1 vote

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  9. 2 votes

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  10. The customer wants a drop-down menu in the product catalog. When a product is added to the pricing table, recipients can select accessories for the chosen item.

    2 votes

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  11. 3 votes

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  12. the padding and margins of each individual section within the quote builder

    2 votes

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  13. Allow users to set the fee to over 100% in the Quote Builder.

    2 votes

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  14. In the quote builder block, it would be great to have the ability to customize the logic behind the columns and what they do to the price and the total.
    For example, there is a built-in 'fee' column that can be displayed as a percent markup on the products, but I would like to have the ability to adjust the logic behind the column.
    See the image attached. The ability to adjust the logic behind how the total column is displayed when custom columns are used could open up wide possibilities for custom discounts, fees, or margin calculations on the…

    2 votes

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  15. 'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.

    2 votes

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  16. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  17. Unhide the cost column by default

    3 votes

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  18. For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.

    1 vote

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  19. Allow the recipient to change the name and pricing of products

    2 votes

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  20. Ability to show product description only after a product is selected in the Quote builder

    3 votes

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