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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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67 results found

  1. Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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  2. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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  3. 2 votes

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  4. 2 votes

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

    2 votes

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  6. Ability to change the order of grand total section of Quote Builder

    2 votes

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  7. Ability to change default fonts on the Quote Builder

    2 votes

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  8. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  9. Required option for Quote Builder - similar to fillable fields

    2 votes

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  10. hide decimals points in the quote builder

    2 votes

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  11. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  12. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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  13. We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    2 votes

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  14. 2 votes

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  15. stack items in 1 horizontal line formation only

    2 votes

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  16. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    2 votes

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  17. To better manage item distribution in Quote Builder during PDF rendering.

    2 votes

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  18. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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  19. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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  20. Ability to change the header's alignment in quote builder.

    2 votes

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