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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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578 results found

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

    16 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!

  2. Ability to align text with Column Titles

    8 votes

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

    8 votes

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  4. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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

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  5. 3 votes

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  6. Ability to apply integers in pricing table and quotes

    3 votes

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  7. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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

    6 votes

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  9. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    7 votes

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  10. 3 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!

  11. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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  12. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  13. Add hourly billing type to catalog products.

    4 votes

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  14. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  15. Allow the recipient to change the name and pricing of products

    2 votes

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  16. Ability to show product description only after a product is selected in the Quote builder

    2 votes

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  17. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    2 votes

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  18. Pricing Table - subtotal with the pre-tax amount and total with the post-tax amount

    2 votes

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  19. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    2 votes

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