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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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639 results found

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

    18 votes

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  2. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  3. 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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  4. 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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  5. We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.

    1 vote

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

    2 votes

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  7. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    55 votes

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  8. 13 votes

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

    3 votes

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

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  10. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    1 vote

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  11. Conditional product pricing: ability to create a product that has a price that is a % of a subtotal

    1 vote

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    • option for the user in adding Total cost in the pricing table
    3 votes

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  12. 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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  13. 3 votes

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  14. 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.

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

    18 votes

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  16. 3 votes

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  17. Ability to use keyboard shortcuts to navigate the Quote builder

    1 vote

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  18. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 votes

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