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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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329 results found

  1. 1 vote

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  2. 9 votes

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  3. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    1 vote

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  4. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    3 votes

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  5. Use the "Transfer Data To" feature with the new Advanced Quotes

    3 votes

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  6. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  7. duplicate folders for catalog

    2 votes

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  8. Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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  9. 2 votes

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  10. Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    3 votes

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  11. 1 vote

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

    12 votes

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  13. 1 vote

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  14. 1 vote

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  15. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  16. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  17. Have the option to create a workorder from a quote once the document is signed.

    1 vote

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  18. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    5 votes

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

    11 votes

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  20. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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