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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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  2. 7 votes

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  3. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  4. Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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  5. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  6. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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  7. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  8. Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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  9. 6 votes

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  10. Add hourly billing type to catalog products.

    6 votes

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

    6 votes

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  12. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 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!

  13. I would like to have variables for the subtotals of each section of a pricing table.

    6 votes

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  14. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  15. Ability to increase the number of decimals within product catalog

    6 votes

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  16. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  17. Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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  18. 6 votes

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  19. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    6 votes

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  20. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    6 votes

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