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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    5 votes

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  2. 4 votes

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  3. Recover Deleted Catalogue Items

    6 votes

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  4. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  5. 1 vote

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  6. When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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  7. 1 vote

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  8. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  9. Make the optional items in pricing table required for the customer to choose.

    67 votes

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  10. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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  11. Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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  12. Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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  13. add the same image for multiple items in the catalog at the same time

    1 vote

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  14. 4 votes

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  15. Allow to pass the formating for item descriptions for catalog items

    3 votes

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  16. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    2 votes

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  17. 3 votes

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  18. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  19. 1 vote

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  20. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    6 votes

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