Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Possibility to hide the (section) header similar to the option 'normal' Tables already have in their Settings.

    With both Header and Section header as a required row we are forced to have two headers before products can be added. I only need one header to make clear what the products are about.

    1 vote

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  3. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    2 votes

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  4. 2 votes

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  5. add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    1 vote

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  6. Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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  7. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    1 vote

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  8. Option to set the P.Table Optional item as a default

    1 vote

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  9. add the same image for multiple items in the catalog at the same time

    1 vote

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  10. add US when using the USD and $ in pricing table

    1 vote

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  11. ability for signers to edit cells in total section (gratuity)

    1 vote

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  12. When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    1 vote

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  13. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    1 vote

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  14. can the Fee column be automated from the catalog

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    1 vote

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  18. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    1 vote

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  19. Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    1 vote

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  20. May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    1 vote

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