Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  2. ability to have a check box to make an entire pricing table optional

    5 votes

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  3. The option to make the checkboxes within the pricing table only editable to users and not recipients

    1 vote

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  4. For example, be able to type .5 without having to type 0.5

    1 vote

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  5. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    1 vote

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  6. The available currency on PandaDoc pricing table and in Editor 2.0 does not list the new updated currency of Israel which is NIS or New Israel Sekel. The old currency was listed as ILS Israeli New Sheqels was the old currency.

    0 votes

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  7. 2 votes

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  8. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  9. Conditional approval based on the type of line item.

    3 votes

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  10. ability to add multiple choice option to sections, so that recipient could choose between sections

    2 votes

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  11. We operate in Australia and by default when we select Australian Dollars it is listed as $AU but here in Australia we just want to have this listed as $ since we don't deal with international markets. At the moment we use the USD currency to have the $ displayed correctly. It would be nice if you were not so US centric but changed the display of the currency based perhaps on the location that you select as a default. Here $ infers that you are talking in Australian dollars, $USD infers you are talking about United States Dollars.

    4 votes

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  12. 1 vote

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  13. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    0 votes

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  14. Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    2 votes

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  15. we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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  16. 1 vote

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  17. Ability to add different pricing options, such as Monthly , quarterly, annual price to a catalog item.

    1 vote

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  18. Allow to pass the formating for item descriptions for catalog items

    2 votes

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  19. 1 vote

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  20. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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