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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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576 results found

  1. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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  2. 6 votes

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  3. ability to place a single catalog item to multiple folders

    2 votes

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  4. ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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  5. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    13 votes

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  6. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    10 votes

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  7. 3 votes

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  8. Ability to set up default tax for the pricing table

    43 votes

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    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  9. Duplicate price column in a pricing table.

    6 votes

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  10. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    5 votes

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  11. How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    24 votes

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  12. pass category field from ZOHO product into pandadoc pricing table

    5 votes

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  13. 4 votes

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  14. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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  15. The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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  16. 3 votes

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  17. Make the optional items in pricing table required for the customer to choose.

    64 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.

           - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
           *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
           - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
           Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'

    More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

  18. 37 votes

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  19. Possibility to change subtotal/total manually.

    36 votes

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  20. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    109 votes

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