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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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326 results found

  1. 34 votes

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  2. To better manage item distribution in Quote Builder during PDF rendering.

    12 votes

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  3. Ability to edit spacing in quote builder (Design)

    12 votes

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  4. 9 votes

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  5. Will allow the user to set conditional logic for Qoute builder

    11 votes

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  6. Smart Content feature for Pricing table

    31 votes

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  7. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  8. Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    14 votes

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  9. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 votes

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  10. Ability to set up a condition which hides empty pricing table columns.

    3 votes

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  11. Use the "Transfer Data To" feature with the new Advanced Quotes

    4 votes

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  12. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    5 votes

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  13. Ability to turn off or hide the suggested items in pricing table to avoid blocking the view while typing

    3 votes

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  14. Duplicate categories in the catalog

    4 votes

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  15. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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  16. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    3 votes

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  17. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    3 votes

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  18. Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    13 votes

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  19. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    2 votes

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