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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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586 results found

  1. 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!

  2. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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  3. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    9 votes

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  4. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  5. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    13 votes

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  6. The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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  7. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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  8. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    24 votes

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  9. 3 votes

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  10. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  11. 20 votes

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  12. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    10 votes

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  13. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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  14. split the pricing table cost into 2 document values

    3 votes

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  15. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  16. 6 votes

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  17. 5 votes

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  18. 2 votes

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  19. 6 votes

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  20. document value should be changed to the paid amount

    3 votes

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