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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    9 votes

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  2. Add hourly billing type to catalog products.

    4 votes

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  3. Ability to display catalog products' prices as % percentage.

    3 votes

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  4. We want to set a Quote builder the way that if there are three options in the pricing table, the customer can select one of the options, sign and send the quote back to us

    2 votes

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  5. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  6. 43 votes

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  7. Allow the recipient to change the name and pricing of products

    2 votes

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  8. Ability to show product description only after a product is selected in the Quote builder

    2 votes

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  9. Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.

    2 votes

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  10. Linked product groups within the pricing table.

    2 votes

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  11. 2 votes

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  12. 1 vote

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  13. As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.

    1 vote

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  14. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    2 votes

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  15. The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

    2 votes

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  16. Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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  17. There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

    Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

    3 votes

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  18. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    3 votes

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  19. Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.

    English:
    Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.

    1 vote

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  20. Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text

    Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal

    We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row

    We ultimately just need the smart fields to…

    1 vote

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