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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. Will allow the user to set conditional logic for Qoute builder

    12 votes

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  2. Add Estimate price range in catalog as default.

    11 votes

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  3. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  4. The ability to bulk update the recurring column in quotes

    2 votes

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  5. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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  6. Smart Content feature for Pricing table

    31 votes

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  7. The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    1 vote

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  8. Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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  9. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  10. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  11. Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.

    The idea is to trigger products fetching event after the bundling event.

    2 votes

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  12. Ability to edit font size in quotes after CRM data merge

    1 vote

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  13. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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  14. Pricing table columns to reflect pricing with/without discount

    2 votes

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  15. Now it is only possible to have bullet points in the description, but there is no way to add sub-points under bullet points. Could we add bullet points to the bullet points in the catalog?

    1 vote

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  16. Will allow the user to set different pricing tiers per product.

    1 vote

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  17. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    1 vote

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  18. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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  19. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  20. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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