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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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663 results found

  1. 2 votes

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  2. Add a category column to the pricing table

    2 votes

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  3. 2 votes

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  4. for the option to have volume-based pricing model
    it would be great to have scale based pricing model

    this can help keep a fixed number
    50
    100
    150
    500

    this would help our team not stray away from packages that we have.

    right now we would have to create a package per QTY

    0 votes

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  5. Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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  6. Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.

    2 votes

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  7. 2 votes

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    • Will allow the sender to add custom variable on the Pricing table
    18 votes

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  8. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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  9. to change the colour of individual text elements in a quote builder

    For example, to make the ticks green and the crosses red in the description

    3 votes

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  10. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    2 votes

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  11. Option to make product fields in catalog required

    2 votes

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  12. Multiple currencies per product in Catalog

    4 votes

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  13. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    4 votes

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  14. Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

    2 votes

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  15. set a tax rate per product and have it automatically calculate on the pricing table

    5 votes

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  16. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    11 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists and is available via API. You can create catalog items with negative price via API, and this items will be reflected and calculated accordingly in Quote Builder. For more information, please follow the link: https://developers.pandadoc.com/reference/create-catalog-item

    To learn about how you can switch to the API plan, please reach out to your Account Manager or to our support team.

  17. Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)

    1 vote

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  18. add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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  19. Bold the Grand Total in the Quote

    2 votes

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