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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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576 results found

  1. Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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  2. 4 votes

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  3. 2 votes

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  4. The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    2 votes

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  5. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    3 votes

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  6. Ability to display catalog products' prices as % percentage.

    2 votes

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  7. hide decimals points in the quote builder

    9 votes

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  8. the signer can change the description in the quote builder

    1 vote

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  9. 34 votes

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  10. Ability to set a minimum quantity the recipient must choose in Quote Builder

    2 votes

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  11. set currency based on pricing table currency when pulling items from the Catalog

    2 votes

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  12. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    6 votes

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  13. Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    47 votes

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  14. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    2 votes

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  15. 3 votes

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  16. 3 votes

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  17. We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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  18. Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.

    2 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!

  19. adding Laos (KIP) currency in pricing table

    2 votes

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  20. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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