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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 votes

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  3. Would be great if there is a data field option as a currency.
    This way we can use this variable as an item from quote to document display.
    D

    1 vote

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  4. Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue

    1 vote

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  5. Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.

    2 votes

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  6. Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.

    2 votes

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  7. Calculate total discount based on other discounts.

    2 votes

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  8. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  9. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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  10. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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  11. Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row

    2 votes

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  12. It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added

    3 votes

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  13. We'd like to see "You'll save" field with % of the discount

    1 vote

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  14. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  15. It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.

    Additionally, it would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the…

    1 vote

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  16. 2 votes

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  17. PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2

    3 votes

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  18. When you create a quote in Quote builder - you have sections you can create.
    Imagine where you have
    Section A - with a total of $100
    Section B - with a total of $200
    Section C - with a total of $300

    once you build your quote and then go into the doc
    it would be great to access those values via variables
    for example
    [Section A.Total]

    Right now I can only get
    [Quote 1.Total]

    This would help build out pricing tables and summaries in the document that reference the quote.

    1 vote

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  19. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  20. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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