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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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75 results found

  1. stack items in 1 horizontal line formation only

    2 votes

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  2. get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    1 vote

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  3. 1 vote

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  4. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    13 votes

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  5. Generate a line item report of the total items quoted after signature by client for fulfillment of the order?

    1 vote

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  6. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    2 votes

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  7. The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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  8. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    3 votes

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  9. To better manage item distribution in Quote Builder during PDF rendering.

    7 votes

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  10. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    1 vote

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  11. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  12. Allow automatically inserting images to the quote builder from a CRM or other integration.

    1 vote

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  13. Ability to edit spacing in quote builder (Design)

    11 votes

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  14. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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  15. 10 votes

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  16. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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  17. Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    4 votes

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  18. Ability to add a price range and calculate the total based on the price range

    9 votes

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  19. 4 votes

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  20. I would like to be able to save the products I've edited in Quote builder back to catalog

    9 votes

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