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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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75 results found

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

    2 votes

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  2. Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    0 votes

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  3. Ability to remove the green arrow sign for the volume-based pricing products.

    1 vote

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  4. Ability to change the order of grand total section of Quote Builder

    2 votes

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  5. Ability to change default fonts on the Quote Builder

    4 votes

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

    2 votes

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  7. 1 vote

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

    4 votes

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  9. 1 vote

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  10. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    1 vote

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  11. 1 vote

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  12. hide decimals points in the quote builder

    5 votes

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  13. Ability to hide specific products within the bundle in the quote builder.

    1 vote

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  14. In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF

    1 vote

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  15. 1 vote

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  16. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    3 votes

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  17. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  18. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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  19. We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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  20. 2 votes

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