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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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325 results found

    • Will allow the sender to add custom variable on the Pricing table
    3 votes

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  1. 14 votes

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  2. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    41 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios. Here are the instructions:

    1. Hide the total section and add text block below the pricing table. 
    2. Use Pricing table total variable or any other that you'd need to adjust. 
    3. Change format as needed via Text design. 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. 2 votes

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

    2 votes

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

    3 votes

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  6. 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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  7. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    3 votes

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  8. Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.

    The idea is to trigger products fetching event after the bundling event.

    2 votes

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    • Will allow the changes like added lin items will reflect on the pricing table
    1 vote

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  9. Pricing table columns to reflect pricing with/without discount

    2 votes

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  10. Will allow the user to set different pricing tiers per product.

    1 vote

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    • will allow he user to set tailored discount based on a specific factor
    1 vote

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  11. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    1 vote

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  12. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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  13. Smart Content feature for Pricing table

    24 votes

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  14. optional item - automatically populate the price and hide when not chosen

    3 votes

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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. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  17. 1 vote

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