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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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594 results found

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

    5 votes

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

    1 vote

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

    3 votes

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  4. 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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  5. 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)

    117 votes

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  6. An ability to pull the catalog items data through the variables into the document/pricing table

    6 votes

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  7. ability to enable quantity editing like in EV1

    1 vote

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  8. Option to use dropdown in the pricing table

    45 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!

  9. Hide rows in a pricing table

    17 votes

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  10. 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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  11. 13 votes

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

    10 votes

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  13. 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.

    6 votes

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  14. 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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  15. 7 votes

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

    2 votes

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  17. 1 vote

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  18. We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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  19. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    2 votes

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  20. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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