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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to hide specific products within the bundle in the quote builder.

    1 vote

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  3. Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.

    1 vote

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  4. Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    4 votes

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  5. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  6. Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote

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  7. Option to show price per thousand (currently, price per unit is shown)

    1 vote

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  8. Ability to add all catalog products into the pricing table.

    1 vote

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  9. Option to apply discount to the line item tax total

    1 vote

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  10. In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF

    1 vote

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  11. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

    1 vote

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  12. 1 vote

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  13. When you change the name of the product and this product is added to the bundle, automatically update the name in the bundle.

    1 vote

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  14. Option to align the numbers in the total and in the pricing table itself

    1 vote

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  15. Serialized Inventory refers to the practice of assigning a unique identification number or code (known as a "serial number") to each individual item in an inventory. This allows for precise tracking and management of each specific item from manufacturing through sale, and sometimes even through the item's end-of-life.

    1 vote

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  16. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    5 votes

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  17. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  18. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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  19. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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  20. Ability to customize formula in a pricing table.

    5 votes

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