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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?

    2 votes

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  2. 3 votes

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  3. In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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  4. 3 votes

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  5. Moving pricing table sections above column names

    5 votes

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  6. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    52 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

  7. I want to give some options for my products and services in the form and once the user submits the form, I expect to move the data in a pricing table

    1 vote

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  8. Allow users to move products up and down the pricing table by clicking an UP or Down arrow

    2 votes

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  9. At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 votes

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  10. 1 vote

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  11. Doc 2 doc for multiple pricing tables

    1 vote

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  12. 2 votes

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  13. Availability to add sub products
    for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc

    5 votes

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  14. Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    672 votes

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  15. enforce users to use catalog items so they can not free text line items into price tables

    1 vote

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  16. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    6 votes

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  17. 1 vote

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  18. 12 votes

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  19. Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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  20. 5 votes

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