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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. 34 votes

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  3. Option to search for product catalog items by category

    1 vote

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  4. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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  5. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 votes

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  6. Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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  7. 2 votes

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  8. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes

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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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  9. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  10. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  11. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  12. Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    14 votes

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  13. 4 votes

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  14. Option to use Profit and Margin app with Quote builder

    33 votes

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  15. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    7 votes

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  16. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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  17. Ability to increase the number of decimals within product catalog

    6 votes

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  18. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  19. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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