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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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639 results found

  1. 1 vote

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

    71 votes

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

    7 votes

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  4. 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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  5. 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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  6. add the same image for multiple items in the catalog at the same time

    1 vote

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  7. 4 votes

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

    3 votes

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

    4 votes

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  11. 1 vote

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  12. 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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  13. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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  14. 2 votes

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  15. Ability to add references to the pricing table.

    9 votes

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  16. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    61 votes

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    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

  17. Allow to hide columns for individual line items

    4 votes

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  18. How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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  19. Option to apply a discount to all the pricing tables at once

    4 votes

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  20. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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