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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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329 results found

  1. Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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  2. [Pricing table] ability for the fee calculations to show up in total.

    2 votes

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  3. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    25 votes

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  4. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  5. Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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  6. Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    3 votes

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

    6 votes

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  8. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    7 votes

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  9. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  10. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  11. Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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  12. duplicate folders for catalog

    2 votes

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  13. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    22 votes

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  14. 2 votes

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

    6 votes

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  16. The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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  17. Ability to restore old catalog pricing.

    1 vote

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  18. 1 vote

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  19. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  20. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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