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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. Ability to customize formula in a pricing table.

    5 votes

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  2. 1 vote

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  3. As a Operations Manager, I'd like to be able to allow my team to toggle payment gateways when creating proposals. For example, proposals with smaller amounts but are subscriptions to be paid by Stripe. Larger one-off contracts to be paid with Quickbooks. This would allow me to get better terms and improve scalability.

    1 vote

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  4. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  5. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    4 votes

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  6. 2 votes

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  7. 1 vote

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  8. 9 votes

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  9. Add Estimate price range in catalog as default.

    11 votes

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  10. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  11. The ability to bulk update the recurring column in quotes

    2 votes

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  12. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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    • option for the user in adding Total cost in the pricing table
    2 votes

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  13. Will allow the user to set conditional logic for Qoute builder

    11 votes

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  14. The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    1 vote

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  15. Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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  16. Smart Content feature for Pricing table

    31 votes

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  17. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  18. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  19. Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.

    The idea is to trigger products fetching event after the bundling event.

    2 votes

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