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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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582 results found

  1. 1 vote

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  2. Option to use Profit and Margin app with Quote builder

    35 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

  3. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    50 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  4. It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    3 votes

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  5. To better manage item distribution in Quote Builder during PDF rendering.

    12 votes

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  6. 3 votes

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  7. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 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

  8. Ability to use keyboard shortcuts to navigate the Quote builder

    1 vote

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  9. Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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  10. Ability to edit spacing in quote builder (Design)

    12 votes

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  11. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    2 votes

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    • Will allow the user to be able to change the price that is set in volume pricing
    3 votes

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  12. Update document value if specific radio button is checked

    2 votes

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  13. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    5 votes

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  14. 10 votes

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  15. 2 votes

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  16. Ability to change the order of grand total section of Quote Builder

    2 votes

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  17. Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    4 votes

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  18. 1 vote

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  19. The pop-up window notifying that the Quote Builder is a paid feature only appears when you are about to send/download a document. The notification should pop up before the option of creating the Quote, informing the user that this feature is paid.

    1 vote

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