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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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67 results found

  1. Calculate tax by location

    Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    11 votes

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    0 comments  ·  CPQ - Quote Builder  ·  Admin →
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  2. Ability to change the order of grand total section of Quote Builder

    Ability to change the order of grand total section of Quote Builder

    2 votes

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    1 comment  ·  CPQ - Quote Builder  ·  Admin →
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  3. quote builder layout

    more options for quote builder layout like the current pricing table layout

    16 votes

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    2 comments  ·  CPQ - Quote Builder  ·  Admin →
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  4. Change default fonts of Quote Builder

    Ability to change default fonts on the Quote Builder

    2 votes

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    1 comment  ·  CPQ - Quote Builder  ·  Admin →
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  5. Option to let a recipient choose one of the quotes in a document

    Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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    0 comments  ·  CPQ - Quote Builder  ·  Admin →
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  6. Quote builder block: change currency after adding the products

    2 votes

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  7. Change the text on volume-based labels

    2 votes

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  8. Quote builder: profit and margin

    Option to use Profit and Margin app with Quote builder

    25 votes

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  9. Update Recurring Column in Quotes: CSV: Bulk

    The ability to bulk update the recurring column in quotes

    2 votes

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    0 comments  ·  CPQ - Quote Builder  ·  Admin →
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  10. convert a quote builder block from a proposal into a spreadsheet

    convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  11. Required option for Quote Builder

    Required option for Quote Builder - similar to fillable fields

    2 votes

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  12. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    3 votes

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    0 comments  ·  CPQ - Quote Builder  ·  Admin →
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  13. Hide decimal points in the quote builder

    hide decimals points in the quote builder

    2 votes

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  14. Ability to have a toggle for Annual or Monthly pricing in the Quote Builder

    It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    1 vote

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  15. Ability to bundle products with recurring pricing

    Ability to bundle products with recurring pricing

    1 vote

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  16. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  17. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  18. Ability to show the monthly price in the Quote Builder block if the recurring payment of the products added to the block is not set to...

    1 vote

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  19. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    8 votes

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  20. Quote builder: number of decimals

    Option to change number of decimals in quote builder, for now, 0.065 is automatically shown as 0.07

    1 vote

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