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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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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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  1. Update document value if specific radio button is checked

    2 votes

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  2. 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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  3. 2 votes

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

    2 votes

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  5. 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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  6. 1 vote

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  7. 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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  8. add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

    1 vote

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  9. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    5 votes

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  10. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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  11. charges on a specific line item only exempting other line items.

    1 vote

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    • will allow he user to set tailored discount based on a specific factor
    2 votes

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  12. Ability to customize formula in a pricing table.

    5 votes

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  13. 1 vote

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  14. As a Operations Manager, I'd like to be able to allow my team to toggle payment gateways when creating proposals. For example, proposals with smaller amounts but are subscriptions to be paid by Stripe. Larger one-off contracts to be paid with Quickbooks. This would allow me to get better terms and improve scalability.

    1 vote

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  15. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  16. 2 votes

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  17. 1 vote

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  18. 9 votes

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