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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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564 results found

  1. 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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  2. 1 vote

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  3. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    1 vote

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  4. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  5. 1 vote

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  6. Ability to retrieve the data of products within a Product Bundle via API

    1 vote

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  7. the recipient can edit the tax column in the quote builder

    1 vote

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  8. the signer can change the description in the quote builder

    1 vote

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  9. 1 vote

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  10. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  11. Ability to set a minimum quantity the recipient must choose in Quote Builder

    2 votes

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  12. We would like to add an annual year-over-year price increase based on percentage for subscriptions. We reference this in our contract language, but do not have a way to include this in a quotation or order form.

    1 vote

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  13. We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.

    1 vote

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  14. set currency based on pricing table currency when pulling items from the Catalog

    2 votes

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  15. 1 vote

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  16. add GST currency ( Green Satoshi Token) to the document value

    1 vote

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  17. There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

    Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

    1 vote

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  18. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    2 votes

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  19. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    1 vote

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  20. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    1 vote

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