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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 17 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!

  2. It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added

    3 votes

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  3. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    133 votes

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  4. Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    6 votes

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  5. PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2

    3 votes

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  6. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    31 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!

  7. Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row

    2 votes

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  8. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  9. Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.

    4 votes

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  10. Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

    4 votes

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  11. 2 votes

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  12. Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    5 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. Ability to populate variable value inside the Quote Builder just like with the Pricing Table.

    3 votes

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  14. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  15. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  16. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  17. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    4 votes

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  18. We'd like to see "You'll save" field with % of the discount

    1 vote

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  19. Highlight the price of a product in the quote

    2 votes

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  20. 6 votes

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