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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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589 results found

  1. Do not require the Type column when mass importing to the product catalog

    2 votes

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  2. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    13 votes

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  3. 1 vote

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  4. As of now, if we add the product bundles, it always takes the default price of the parent price no matter what chield products it has and what the cost, we would expect that the line items takes the total price of the parent + all child items

    2 votes

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  5. 1 vote

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  6. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    4 votes

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  7. Ability to retrieve the data of products within a Product Bundle via API

    1 vote

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  8. superscript in product catalog

    2 votes

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  9. Option for the recipient to edit the tax column in the quote builder

    1 vote

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  10. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  11. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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  12. We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.

    1 vote

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  13. Ability to change default fonts on the Quote Builder

    4 votes

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

    39 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

  15. Required option for Quote Builder - similar to fillable fields

    5 votes

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  16. 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.

    3 votes

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  17. Calculate a total for a pricing table plus a regular table

    2 votes

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  18. add GST currency ( Green Satoshi Token) to the document value

    1 vote

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    • Will allow the changes like added lin items will reflect on the pricing table
    3 votes

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  19. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    1 vote

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