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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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576 results found

  1. It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    3 votes

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  2. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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    • Will allow the sender to add custom variable on the Pricing table
    11 votes

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  3. 3 votes

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  4. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 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

  5. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  6. 2 votes

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  7. Catalog picture upload will have 3x2 ratio to fill the image frame properly

    1 vote

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  8. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  9. 1 vote

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  10. In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote

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  11. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    1 vote

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  12. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    4 votes

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  13. The ability to bulk update the recurring column in quotes

    2 votes

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  14. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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    • Will allow the user to be able to change the price that is set in volume pricing
    3 votes

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  15. Option to see the SKU of the bundle products in the bundle itself

    1 vote

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  16. Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    0 votes

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  17. 2 votes

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  18. 1 vote

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