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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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607 results found

  1. 2 votes

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  2. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 votes

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  3. Allow to pass the formating for item descriptions for catalog items

    3 votes

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  4. 4 votes

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  5. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  6. 5 votes

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  7. An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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  8. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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  9. 3 votes

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  10. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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  11. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    5 votes

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  12. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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  13. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes

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  14. 4 votes

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  15. catalog sharing across workspaces

    19 votes

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  16. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  17. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  18. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  19. 7 votes

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  20. Recover Deleted Catalogue Items

    6 votes

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