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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 11 votes

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  2. 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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  3. Update document value if specific radio button is checked

    2 votes

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  4. 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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  5. 2 votes

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

    2 votes

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  7. 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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  8. 1 vote

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  9. 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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  10. 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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  11. 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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  12. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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  13. 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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  14. Ability to customize formula in a pricing table.

    5 votes

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  15. 1 vote

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

    1 vote

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  17. 2 votes

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  18. 1 vote

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