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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2993 results found

  1. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 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. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    9 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!

  3. When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. 2 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!

  5. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    30 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!

  6. 2 votes

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  7. Edit the templates via mobile app.

    13 votes

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    1 comment  ·  Mobile  ·  Admin →
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  8. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    13 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!

  9. 14 votes

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  10. 4 votes

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  11. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder

    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.

  12. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    21 votes

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  13. disable data merge option by default in pricing table when salesforce is enabled

    2 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!

  14. 2 votes

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  15. Disable Finish option (when completing the document).

    13 votes

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  16. Save and Doesn't save buttons for templates and documents.

    26 votes

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  17. 25 votes

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  18. Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)

    11 votes

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  19. Delete images in notification emails sent from PandaDoc, such as the company logo image.

    4 votes

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  20. download the finished document along with the comments

    28 votes

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