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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 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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  2. 3 votes

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

    4 votes

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  4. 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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  5. 1 vote

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  6. 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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  7. 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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  8. 2 votes

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  9. Ability to add references to the pricing table.

    9 votes

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  10. 2 votes

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  11. Allow to hide columns for individual line items

    4 votes

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  12. 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).

    58 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.

  13. 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

    27 votes

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

    4 votes

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

    15 votes

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  16. 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!

    3 votes

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

    1 vote

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

    1 vote

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  19. 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

    4 votes

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

    7 votes

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