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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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639 results found

  1. Have the ability to automatically remove the blank row in the Pricing Table when data merge is enabled and creating a document using Integrations.

    2 votes

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  2. It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.

    1 vote

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  3. Add divider lines to quote builder columns (like a pricing table)

    1 vote

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  4. The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.

    1 vote

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  5. Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.

    3 votes

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  6. Option to set a given term as default for all the lines created from the catalog

    2 votes

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  7. 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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  8. 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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  9. Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue

    1 vote

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  10. 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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  11. 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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  12. Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.

    2 votes

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  13. Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.

    2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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  17. Option to have 2 columns that reflect discount: percentage and amount (with negative sign)

    2 votes

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  18. 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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  19. 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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  20. We'd like to see "You'll save" field with % of the discount

    1 vote

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