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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 15 votes

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  2. Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.

    4 votes

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  3. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    23 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    5 votes

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  5. Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

    3 votes

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  6. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  7. In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    4 votes

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  8. Highlight the price of a product in the quote

    2 votes

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  9. Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes

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  10. Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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  11. Bi-weekly billing period option for recurring products

    4 votes

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  12. In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.

    2 votes

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  13. -Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.

    2 votes

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  14. To hide sections in a pricing table if there's no product synced into it from a CRM

    3 votes

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  15. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes

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  16. An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.

    3 votes

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  17. 5 votes

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  18. Being able to use Quote Builder with Transfer Data functionality.

    14 votes

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  19. Ability to change each individual background color for quote builder

    10 votes

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  20. Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    2 votes

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