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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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  1. 4 votes

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  2. superscript in product catalog

    2 votes

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  3. Add hourly billing type to catalog products.

    4 votes

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  4. 3 votes

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  5. 2 votes

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  6. 1 vote

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  7. 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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  8. Being able to use Quote Builder with Transfer Data functionality.

    5 votes

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  9. 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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  10. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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

    1 vote

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  12. 1 vote

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  13. Calculate a total for a pricing table plus a regular table

    2 votes

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  14. 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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  15. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    15 votes

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

    1 vote

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  17. 1 vote

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  18. Automatically order products by SKU when adding to the pricing table

    2 votes

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

    2 votes

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  20. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    6 votes

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