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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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616 results found

  1. I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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  2. add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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  3. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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  4. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    441 votes

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  5. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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  6. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    57 votes

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  7. 2 votes

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  8. 1 vote

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  9. catalog sharing across workspaces

    19 votes

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  10. 1 vote

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  11. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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  12. To have the option to save a product from the pricing table to the catalog for manually added products

    7 votes

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  13. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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  14. I would like to see a hidden column where I can put part numbers and maybe even our cost in the proposal without using the product catalog. Also a way to final print a completed proposal with out pricing for my installers.

    1 vote

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  15. Option on the pricing tabler to put notes on the currency column.

    • Will allow the user to put notes on the currency
    1 vote

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

    9 votes

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  17. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes

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  18. 1 vote

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  19. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    5 votes

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  20. 1 vote

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