Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improvements for Catalog, Pricing table, etc.

    81 votes

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  2. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    14 votes

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  3. ability to have a check box to make an entire pricing table optional

    5 votes

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  4. At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    11 votes

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  5. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    200 votes

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  6. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    8 votes

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  7. format column color,
    change font size for Total
    Format color of the Pricing table footer

    152 votes

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  8. We operate in Australia and by default when we select Australian Dollars it is listed as $AU but here in Australia we just want to have this listed as $ since we don't deal with international markets. At the moment we use the USD currency to have the $ displayed correctly. It would be nice if you were not so US centric but changed the display of the currency based perhaps on the location that you select as a default. Here $ infers that you are talking in Australian dollars, $USD infers you are talking about United States Dollars.

    4 votes

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  9. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    9 votes

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  10. One nice feature of PayPal invoices was the ability to add/update the line you're working on directly to your product list on the fly.

    8 votes

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  11. Include the option to show the subtotal after discount but before tax in the summary section of the pricing table.

    10 votes

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  12. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  13. Conditional approval based on the type of line item.

    3 votes

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  14. 5 votes

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  15. 4 votes

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  16. Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    87 votes

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  17. Implement recurring type of payments in a pricing table

    30 votes

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  18. 2 votes

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  19. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    15 votes

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  20. ability to add multiple choice option to sections, so that recipient could choose between sections

    2 votes

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