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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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597 results found

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

    1 vote

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  3. 1 vote

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  4. 2 votes

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

    5 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:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options


    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.

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

    1 vote

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  7. The option to make the checkboxes within the pricing table only editable to users and not recipients

    3 votes

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  8. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    127 votes

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  9. allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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  10. 14 votes

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  11. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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  12. Option to use dropdown in the pricing table

    46 votes

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  13. ability to enable quantity editing like in EV1

    1 vote

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  14. Change the document value currency once the currency is set in pricing table.

    11 votes

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  15. Hide rows in a pricing table

    17 votes

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  16. add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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  17. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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  18. 7 votes

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  19. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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  20. move the value of price/amount on the pricing table

    2 votes

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