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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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584 results found

  1. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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  2. The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    3 votes

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  3. 3 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!

  4. 1 vote

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  5. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    3 votes

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  6. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  7. Option to subtract the fee from the total, rather than adding it to the price. For example:
    A charge is $1800, but 20% is a management fee, $360. So the product price should read $1440, the fee cost should be $360 and the total should be $1800.

    1 vote

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  8. Ability to retrieve the data of products within a Product Bundle via API

    3 votes

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  9. Option for the recipient to edit the tax column in the quote builder

    1 vote

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  10. Option for the recipient to change the description in the quote builder

    1 vote

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  11. 2 votes

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  12. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  13. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  14. We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.

    1 vote

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  15. set currency based on pricing table currency when pulling items from the Catalog

    2 votes

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  16. add GST currency ( Green Satoshi Token) to the document value

    2 votes

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  17. There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

    Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

    3 votes

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  18. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    3 votes

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  19. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    1 vote

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  20. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    1 vote

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