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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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584 results found

  1. Conditional product pricing: ability to create a product that has a price that is a % of a subtotal

    1 vote

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  2. Ability to change each individual background color for quote builder

    8 votes

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  3. Ability to align text with Column Titles

    8 votes

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  4. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    5 votes

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  5. Ability to display catalog products' prices as % percentage.

    3 votes

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  6. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  7. We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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  8. Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.

    2 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!

  9. Variables for the quote builder

    7 votes

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  10. Ability to use keyboard shortcuts to navigate the Quote builder

    1 vote

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  11. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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  12. Do not require the Type column when mass importing to the product catalog

    2 votes

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  13. 5 votes

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  14. Option to have superscript in the Product catalog

    2 votes

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  15. Add hourly billing type to catalog products.

    4 votes

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  16. 3 votes

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  17. Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

    3 votes

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  18. Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually

    1 vote

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  19. Being able to use Quote Builder with Transfer Data functionality.

    11 votes

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  20. Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

    1 vote

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