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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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595 results found

  1. Option to make product fields in catalog required

    2 votes

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  2. Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    5 votes

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  3. Tax automatically added based on the conditional

    E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province

    3 votes

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

    2 votes

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  5. Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes

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  6. Ability to hide the purchase and margin option for certain users.

    1 vote

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

    2 votes

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  8. Bold the Grand Total in the Quote

    2 votes

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  9. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    2 votes

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  10. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  11. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  12. 3 votes

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  13. Hide product description in Pricing Table

    2 votes

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  14. Automatically add products selected in Quote Builder to a Pricing Table

    2 votes

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  15. Bulk Update document value and currency

    2 votes

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  16. 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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  17. Bi-weekly billing period option for recurring products

    4 votes

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  18. Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:

    Band 1: 1-20 Price X
    Band 2: 21-50 Price Y
    Band 3: 51-100 Price Z

    If a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:

    20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?

    2 votes

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  19. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  20. 1 vote

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