Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Improvements for Catalog, Pricing table, etc.

    78 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

    12 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.

    10 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.

    182 votes

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

    142 votes

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  7. 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.)

    7 votes

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  8. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    3 votes

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  9. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    2 votes

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  10. 2 votes

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  11. 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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  12. move the value of price/amount on the pricing table

    2 votes

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  13. 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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  14. 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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  15. 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.

    3 votes

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  16. To have the option to save a product from the pricing table to the catalog for manually added products

    1 vote

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

    3 votes

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  18. 1 vote

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  19. 5 votes

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  20. Possibility to hide the (section) header similar to the option 'normal' Tables already have in their Settings.

    With both Header and Section header as a required row we are forced to have two headers before products can be added. I only need one header to make clear what the products are about.

    1 vote

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