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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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564 results found

  1. We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    1 vote

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  2. Ability to use keyboard shortcuts to navigate the Quote builder

    1 vote

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  3. Option to use Profit and Margin app with Quote builder

    33 votes

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  4. Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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  5. I LOVE your service. I will gladly pay, but can you PLEASE add the ability to hide the document value for contracts? Its a weird thing to sign an NDA and say its worth $0, its a weird pressure to say its worth a lot. I should be allowed to hide that field and maybe one day years down the road I will turn that field back on.....

    What is a board resolution humbly that does something great or with high potential worth? Its just weird to ask in the moment....

    This ability directly determines whether or not I buy…

    1 vote

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  6. Ability to edit spacing in quote builder (Design)

    12 votes

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  7. To better manage item distribution in Quote Builder during PDF rendering.

    10 votes

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  8. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    2 votes

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    • Will allow the user to be able to change the price that is set in volume pricing
    3 votes

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  9. Update document value if specific radio button is checked

    2 votes

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  10. 2 votes

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  11. Ability to change the order of grand total section of Quote Builder

    2 votes

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  12. Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    4 votes

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  13. 1 vote

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  14. The pop-up window notifying that the Quote Builder is a paid feature only appears when you are about to send/download a document. The notification should pop up before the option of creating the Quote, informing the user that this feature is paid.

    1 vote

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  15. add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

    1 vote

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  16. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    5 votes

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  17. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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  18. charges on a specific line item only exempting other line items.

    1 vote

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    • will allow he user to set tailored discount based on a specific factor
    2 votes

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