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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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588 results found

  1. Ability to add references to the pricing table.

    9 votes

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  2. Allow to hide columns for individual line items

    4 votes

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  3. Option to apply a discount to all the pricing tables at once

    4 votes

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  4. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  5. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    55 votes

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    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

  6. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  7. How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    24 votes

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  8. For example, be able to type .5 without having to type 0.5

    1 vote

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  9. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  10. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  11. 37 votes

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  12. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  13. An ability to hide the sections (not delete) mapped from Salesforce

    3 votes

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  14. Possibility to change subtotal/total manually.

    36 votes

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  15. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    2 votes

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  16. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  17. Recover Deleted Catalogue

    2 votes

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  18. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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  19. Be able to have multiple currencies in a pricing table

    52 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!

  20. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    3 votes

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