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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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72 results found

  1. To better manage item distribution in Quote Builder during PDF rendering.

    7 votes

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

    2 votes

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  3. Qoute Builder has the same features like the pricing table

    • Mutiple choice
    • Optional editing [items/quantity]
    • Will hide the non selected items
    22 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.

    1 vote

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  5. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  6. Ability to edit font size in quotes after CRM data merge

    1 vote

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

    3 votes

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  8. 9 votes

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  9. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  10. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  11. 1 vote

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  12. quote builder to be available in Zapier

    18 votes

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  13. Ability to remove the green arrow sign for the volume-based pricing products.

    1 vote

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  14. I would like to be able to save the products I've edited in Quote builder back to catalog

    9 votes

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  15. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  16. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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  17. 1 vote

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  18. Ability to add a price range and calculate the total based on the price range

    7 votes

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  19. 2 votes

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  20. 1 vote

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