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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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  1. 4 votes

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  2. 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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  3. 11 votes

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

    13 votes

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  6. 1 vote

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  7. 1 vote

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  8. catalog sharing across workspaces

    24 votes

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  9. 2 votes

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  10. Ability to switch the entire catalogue currency.

    2 votes

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  11. 15 votes

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  12. 1 vote

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  13. Multiple choice option for discount

    2 votes

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  14. 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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  15. Make Document.Value to populate from integration/API directly.

    5 votes

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  16. Subsection in the pricing table

    1 vote

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  17. 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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  18. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    60 votes

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  19. 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.

    449 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. 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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