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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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588 results found

  1. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    120 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!

  2. 1 vote

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  3. 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.

    4 votes

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  4. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  5. Make the optional items in pricing table required for the customer to choose.

    65 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.

           - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
           *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
           - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
           Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'

    More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

  6. Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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  7. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    4 votes

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  8. add the same image for multiple items in the catalog at the same time

    1 vote

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  9. 4 votes

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  10. Allow to pass the formating for item descriptions for catalog items

    3 votes

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  11. 3 votes

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  12. Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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  13. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    2 votes

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  14. 3 votes

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  15. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  16. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    8 votes

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  17. 1 vote

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  18. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    6 votes

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  19. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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  20. 2 votes

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