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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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328 results found

  1. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    3 votes

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  2. 1 vote

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  3. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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  4. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    12 votes

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  5. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  6. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    13 votes

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  7. The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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  8. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    12 votes

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

    7 votes

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  10. 3 votes

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  11. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  12. 20 votes

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  13. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    10 votes

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  14. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    19 votes

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  15. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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  16. split the pricing table cost into 2 document values

    3 votes

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  17. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  18. 6 votes

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  19. 2 votes

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  20. document value should be changed to the paid amount

    3 votes

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