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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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578 results found

  1. Allow the recipient to change the name and pricing of products

    2 votes

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  2. Ability to show product description only after a product is selected in the Quote builder

    2 votes

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  3. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    2 votes

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  4. Pricing Table - subtotal with the pre-tax amount and total with the post-tax amount

    2 votes

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  5. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    2 votes

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  6. 3 votes

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  7. updating variables in the pricing table without the need to click outside the table to save the values

    2 votes

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  8. Linked product groups within the pricing table.

    2 votes

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  9. 2 votes

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  10. Ability to apply integers in pricing table and quotes

    3 votes

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  11. set a tax rate per product and have it automatically calculate on the pricing table

    2 votes

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

    4 votes

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  13. 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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  14. 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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  15. Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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  16. 2 votes

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  17. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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  18. 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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  19. 3 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!

  20. Product associations for merge rules (pricing table and quote builder). For example, if product A is selected, then product B will be automatically added.

    1 vote

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