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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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  1. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    3 votes

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  2. Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages

    8 votes

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  3. Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote

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  4. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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  5. Option to show price per thousand (currently, price per unit is shown)

    1 vote

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  6. Ability to add all catalog products into the pricing table.

    1 vote

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  7. Option to apply discount to the line item tax total

    1 vote

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  8. 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.

    5 votes

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  9. 10 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  10. When using sections within a pricing table, if there are no products sold, I would like to section header to not appear.

    2 votes

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  11. In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF

    1 vote

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  12. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

    1 vote

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  13. Will allow the user to import Product bundle from the CRM

    2 votes

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  14. Duplicate categories in the catalog

    4 votes

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  15. 5 votes

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  16. 1 vote

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  17. Option to align the numbers in the total and in the pricing table itself

    1 vote

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  18. 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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  19. Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.

    5 votes

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  20. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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