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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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562 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.

    15 votes

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  2. Ability to align text with Column Titles

    6 votes

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

    7 votes

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

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  4. 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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  5. 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.

    6 votes

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

    5 votes

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  7. 4 votes

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  8. Add hourly billing type to catalog products.

    3 votes

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  9. Ability to display catalog products' prices as % percentage.

    2 votes

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  10. variables to the quote builder

    3 votes

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  11. the signer can change the description in the quote builder

    1 vote

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  12. 33 votes

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  13. Ability to set a minimum quantity the recipient must choose in Quote Builder

    2 votes

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  14. set currency based on pricing table currency when pulling items from the Catalog

    2 votes

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  15. hide decimals points in the quote builder

    8 votes

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  16. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    2 votes

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  17. 3 votes

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  18. Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    44 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!

  19. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    5 votes

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