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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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631 results found

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

    15 votes

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  2. 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.

    11 votes

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  3. 3 votes

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

    50 votes

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  5. Duplicate price column in a pricing table.

    6 votes

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  6. 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.

    6 votes

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  7. 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

    27 votes

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

    5 votes

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  9. 4 votes

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  10. 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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  11. 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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  12. 3 votes

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

    68 votes

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  14. 38 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!

  15. Possibility to change subtotal/total manually.

    36 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. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  17. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    28 votes

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  18. 3 votes

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  19. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    60 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.

  20. 20 votes

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