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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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598 results found

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

    1 vote

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  2. Option to have superscript in the Product catalog

    2 votes

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

    1 vote

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  4. 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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  5. 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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  6. 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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  7. To better manage item distribution in Quote Builder during PDF rendering.

    15 votes

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

    5 votes

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  9. 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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  10. Calculate a total for a pricing table plus a regular table

    2 votes

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  11. 13 votes

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

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  12. 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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  13. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    1 vote

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  14. Conditional product pricing: ability to create a product that has a price that is a % of a subtotal

    1 vote

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

    51 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.

    • option for the user in adding Total cost in the pricing table
    3 votes

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

    14 votes

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  17. 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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  18. 3 votes

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