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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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585 results found

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

    2 votes

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

    2 votes

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  3. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    3 votes

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  4. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  5. 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.

    2 votes

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

    2 votes

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  7. Unhide the cost column by default

    2 votes

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  8. Add hourly billing type to catalog products.

    4 votes

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  9. We want to set a Quote builder the way that if there are three options in the pricing table, the customer can select one of the options, sign and send the quote back to us

    2 votes

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  10. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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

    2 votes

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

    2 votes

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  13. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    2 votes

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  14. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    2 votes

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  15. updating variables in the pricing table without the need to click outside the table to save the values

    2 votes

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

    3 votes

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  17. Variables for the quote builder

    4 votes

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  18. Linked product groups within the pricing table.

    2 votes

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  19. 2 votes

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  20. set a tax rate per product and have it automatically calculate on the pricing table

    2 votes

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