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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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347 results found

  1. Add the ability to enable a recipient to select just 1 option within multiple options within a quote section

    3 votes

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  2. Ability to set up the view of any amount across the Quote builder (delimiters, number of decimals, before/after amount, currency code/symbol)

    1 vote

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  3. Distribute products into Quote builder sections when pulling products from a CRM

    1 vote

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  4. 1 vote

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  5. Add multiple images for each item in Quote Builder at the same time

    1 vote

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  6. Ability to filter by custom field when add products to the pricing table

    1 vote

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  7. I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    1 vote

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  8. I would like to be able to save the products I've edited in Quote builder back to catalog

    1 vote

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  9. Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    1 vote

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  10. Catalog item names restricted to 120 characters

    1 vote

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  11. Would like to have the ability to add a previously bundled item into a new bundled item.

    2 votes

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  12. Ability to delete columns in the pricing table if any of the columns is restricted.

    1 vote

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  13. Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.

    3 votes

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  14. We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.

    The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.

    1 vote

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  15. It'd be perfect to have 300 maximum character limit in the Catalogue instead of mere 120

    2 votes

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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    1 vote

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  16. 1 vote

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  17. The ability to have multiple decimal points in a price so rather than just having .15 cents you could have .015 or .0015.

    1 vote

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  18. Option to hide all pricing table columns except the matin total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    1 vote

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  19. I would like to have variables for the subtotals of each section of a pricing table.

    2 votes

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