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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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13 results found

  1. We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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  2. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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  3. I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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  4. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  5. Delete the subtotals (recurring and one-time) permanently.

    1 vote

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

    7 votes

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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.

    2 votes

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

    2 votes

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  9. 1 vote

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  10. 2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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  11. change currency in the quote builder

    24 votes

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  12. Qoute Builder has the same features like the pricing table

    • Mutiple choice
    • Optional editing [items/quantity]
    • Will hide the non selected items
    20 votes

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  13. Pull custom fields into the Quote builder

    2 votes

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