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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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639 results found

  1. 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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  2. 1 vote

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  3. 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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  4. 1 vote

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  5. 5 votes

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  6. 1 vote

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  7. 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.

    3 votes

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  8. We'd like to suggest line items with discounts and that will show the total Discount amount to be added as a feature.

    1 vote

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  9. The option to calculate percentage of a particular number.

    23 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.

    7 votes

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  11. 42 votes

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  12. Add ZWL i.e. Zimbabwean dollar to available currencies.

    1 vote

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

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

    17 votes

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

    54 votes

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

    1 vote

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

    227 votes

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  17. translate products in pricing table to another languages

    5 votes

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

    1 vote

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

    8 votes

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  20. 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.

    4 votes

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