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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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568 results found

  1. add GST currency ( Green Satoshi Token) to the document value

    1 vote

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  2. 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.

    1 vote

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  3. 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

    2 votes

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  4. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    1 vote

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  5. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    1 vote

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  6. 1 vote

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  7. Ability to change each individual background color for quote builder

    7 votes

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  8. Ability to align text with Column Titles

    7 votes

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  9. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    3 votes

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

    2 votes

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  11. 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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  12. 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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  13. Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. variables to the quote builder

    4 votes

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

    1 vote

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  16. adding Laos (KIP) currency in pricing table

    2 votes

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  17. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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  18. Do not require the Type column when mass importing to the product catalog

    2 votes

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  19. 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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  20. As of now, if we add the product bundles, it always takes the default price of the parent price no matter what chield products it has and what the cost, we would expect that the line items takes the total price of the parent + all child items

    2 votes

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