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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. 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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  2. 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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  3. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    2 votes

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  4. Update document value if specific radio button is checked

    2 votes

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  5. Ability to edit font size in quotes after CRM data merge

    1 vote

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    • Will allow the changes like added lin items will reflect on the pricing table
    3 votes

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  6. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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  7. Now it is only possible to have bullet points in the description, but there is no way to add sub-points under bullet points. Could we add bullet points to the bullet points in the catalog?

    1 vote

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  8. Will allow the user to set different pricing tiers per product.

    1 vote

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    • will allow he user to set tailored discount based on a specific factor
    2 votes

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  9. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    1 vote

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  10. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    6 votes

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  11. It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    3 votes

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  12. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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    • Will allow the sender to add custom variable on the Pricing table
    10 votes

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  13. 3 votes

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  14. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    Hi, Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  15. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  16. 2 votes

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  17. Catalog picture upload will have 3x2 ratio to fill the image frame properly

    1 vote

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