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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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326 results found

  1. 1 vote

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  2. ability to edit margin

    3 votes

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  3. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    22 votes

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  4. Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.

    1 vote

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  5. Ability to sort the product catalog based on most used or most important items

    1 vote

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  6. Subsection in the pricing table

    1 vote

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  7. 2 votes

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  8. 3 votes

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  9. Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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  10. 1 vote

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  11. 1 vote

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  12. At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 votes

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  13. It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
    {
    ...
    document_value: 123456,
    ...
    }

    13 votes

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  14. 2 votes

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  15. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    9 votes

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  16. Ability to add a multiplier and apply it to both product price and hidden cost.

    5 votes

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  17. I would like to see a hidden column where I can put part numbers and maybe even our cost in the proposal without using the product catalog. Also a way to final print a completed proposal with out pricing for my installers.

    1 vote

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  18. hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    7 votes

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  19. 2 votes

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  20. Ability to switch the entire catalogue currency.

    1 vote

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