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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • 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. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  2. 1 vote

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  3. In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote

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  4. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    1 vote

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  5. The ability to have a table function that serves to show a pro-rated amount within a pricing table.

    4 votes

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  6. The ability to bulk update the recurring column in quotes

    2 votes

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  7. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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    • Will allow the user to be able to change the price that is set in volume pricing
    3 votes

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  8. Option to see the SKU of the bundle products in the bundle itself

    1 vote

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  9. Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    0 votes

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  10. 2 votes

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  11. 1 vote

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  12. Ability to remove the green arrow sign for the volume-based pricing products.

    1 vote

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  13. Ability to change the order of grand total section of Quote Builder

    2 votes

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    • option for the user in adding Total cost in the pricing table
    2 votes

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  14. Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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  15. Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.

    1 vote

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  16. Functionality for one row of a pricing table to update other rows

    1 vote

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  17. Ability to change default fonts on the Quote Builder

    4 votes

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  18. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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