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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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592 results found

  1. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    6 votes

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  2. 40 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!

  3. Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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  4. Ability to set the Document Value in a Content Library

    1 vote

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  5. translate products in pricing table to another languages

    5 votes

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  6. columns to retain their default name in Ev2 once after unhidden

    1 vote

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  7. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    218 votes

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  8. Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    2 votes

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  9. Notification Product Catalog Import

    6 votes

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  10. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    5 votes

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  11. Columns that the recipient will be able to edit (or put any info - not only QTY).

    46 votes

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    Hi there! 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!

  12. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    13 votes

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  13. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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  14. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  15. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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  16. Ability to make it so the profit margin app excludes selected pricing tables

    1 vote

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  17. 1 vote

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  18. 2 votes

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  19. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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  20. ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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