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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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631 results found

  1. Ability to add conditional fees.
    The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.

    3 votes

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  2. 11 votes

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  3. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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  4. ability to have a check box to make an entire pricing table optional

    13 votes

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  5. 1 vote

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  6. 1 vote

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  7. 2 votes

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  8. Ability to switch the entire catalogue currency.

    2 votes

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  9. 1 vote

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  10. 15 votes

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  11. Multiple choice option for discount

    2 votes

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  12. Make Document.Value to populate from integration/API directly.

    5 votes

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  13. Ability to sort the product catalog based on most used or most important items

    1 vote

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  14. Subsection in the pricing table

    1 vote

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  15. ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 votes

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  16. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    443 votes

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  17. I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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  18. To have the option to save a product from the pricing table to the catalog for manually added products

    8 votes

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  19. add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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  20. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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