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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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300 results found

  1. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    3 votes

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  2. Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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  3. The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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  4. Ability to set up a condition which hides empty pricing table columns.

    4 votes

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  5. Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 votes

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  6. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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  12. To prevent a user from sending the document with an unintended value selected.

    1 vote

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  13. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    4 votes

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  14. 1 vote

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  15. A button to clear a product item from the row in a pricing table would be more streamline than needing to delete the title and description. See video of explanation below:

    1 vote

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  16. To better manage item distribution in Quote Builder during PDF rendering.

    17 votes

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  17. Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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  18. 1 vote

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  19. 13 votes

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  20. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    2 votes

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