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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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584 results found

  1. Hide rows in a pricing table

    17 votes

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  2. 3 votes

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  3. The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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  4. 2 votes

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  5. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  6. Ability to add references to the pricing table.

    9 votes

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  7. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    57 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. split the pricing table cost into 2 document values

    3 votes

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  9. Price locking in products in catalog

    2 votes

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  10. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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  11. Make the Document Value Required to fill out instead of it being option

    1 vote

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  12. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    43 votes

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  13. document value should be changed to the paid amount

    3 votes

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  14. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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  15. 42 votes

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    Hi.

    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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  17. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  18. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  19. 4 votes

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  20. A place for private notes when adding catalog items.

    4 votes

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