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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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584 results found

  1. 'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.

    2 votes

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  2. To have a strikethrough and the discounted price underneath it in the Quote builder

    3 votes

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  3. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  4. Unhide the cost column by default

    2 votes

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  5. For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.

    1 vote

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  6. We want to set a Quote builder the way that if there are three options in the pricing table, the customer can select one of the options, sign and send the quote back to us

    2 votes

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  7. Allow the recipient to change the name and pricing of products

    2 votes

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  8. Ability to show product description only after a product is selected in the Quote builder

    2 votes

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  9. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    4 votes

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  10. Pricing Table - subtotal with the pre-tax amount and total with the post-tax amount

    6 votes

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  11. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    3 votes

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  12. 3 votes

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  13. Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.

    2 votes

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  14. 2 votes

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  15. Ability to apply integers in pricing table and quotes

    3 votes

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  16. set a tax rate per product and have it automatically calculate on the pricing table

    3 votes

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  17. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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  18. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    2 votes

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  19. The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

    2 votes

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  20. Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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