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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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572 results found

  1. [Quote Builder]: Support Quotes on DocX Download

    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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    4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Admin, PandaDoc) responded

    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. Have Column Title align with text

    Ability to align text with Column Titles

    7 votes

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    4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. change each background color for quote builder

    Ability to change each individual background color for quote builder

    7 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Add hyperlink to products (quote builder and pricing table)

    Add hyperlinks to products (quote builder and pricing table)

    3 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Option to use custom variable/variable on pricing table

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

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Quote builder design: ability to change 'Text' column alignment.

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Admin, PandaDoc) responded

    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!

  7. [Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column

    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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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Add hourly billing type to catalog products.

    Add hourly billing type to catalog products.

    4 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. [Quote Builder] Allow decimal points in the quantity like a pricing table

    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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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)

    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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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. quote builder and transfer data functionality

    Being able to use Quote Builder with Transfer Data functionality.

    5 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. variables to the quote builder

    variables to the quote builder

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Automatically turn on 'Enable optional item' for pricing tables and quote builder

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

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Catalog - option to not have a price for an item

    Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Automatically highlight selected item in pricing table

    The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Automatically show custom columns when the product is added to the quote or pricing table

    Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Dynamically populate data in a pricing table

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Update products in Quote builder block/pricing table when creating a document from a template if product info was updated in the catalog man

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Add rows in bulk

    i am working on a very large pricing table...and i would need to add couple of hundreds rows at once

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Discount applied including tax

    The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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