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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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637 results found

  1. Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.

    2 votes

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  2. It would be awesome to have Auto Save for the quote builder. That way if someone accidently exits out of the tab, it'll still save.

    1 vote

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  3. Option to set a given term as default for all the lines created from the catalog

    2 votes

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  4. Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 votes

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  5. Text style bold in the column name in the quote builder

    1 vote

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  6. 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…

    8 votes

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  7. Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.

    2 votes

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  8. Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.

    2 votes

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  9. Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.

    2 votes

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  10. Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.

    2 votes

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  11. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  12. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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  13. It would be great to get the section totals to appear as variables vs. only the quote total.

    1 vote

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  14. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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  15. you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly

    1 vote

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  16. Restrict users from adding specific catalog products to pricing tables/quote builder.

    1 vote

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  17. 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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  18. "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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  19. 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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  20. It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.

    1 vote

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