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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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597 results found

  1. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  2. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  3. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  4. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    4 votes

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  5. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    3 votes

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  6. Automatically add products selected in Quote Builder to a Pricing Table

    2 votes

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  7. Bulk Update document value and currency

    2 votes

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  8. Variables for the quote builder

    7 votes

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  9. Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:

    Band 1: 1-20 Price X
    Band 2: 21-50 Price Y
    Band 3: 51-100 Price Z

    If a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:

    20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?

    2 votes

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  10. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    9 votes

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  11. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  12. 3 votes

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  13. To have a strikethrough and the discounted price underneath it in the Quote builder

    3 votes

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  14. Now it has no name while other columns do have a name and it can be edited

    2 votes

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  15. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    1 vote

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  16. Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections

    2 votes

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  17. Option to make product fields in catalog required

    1 vote

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  18. 3 votes

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  19. Ability to change default fonts on the Quote Builder

    11 votes

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  20. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    5 votes

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