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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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40 results found

  1. I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!

    1 vote

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.


    To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".

  2. Add hyperlinks to products (quote builder and pricing table)

    3 votes

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  3. Variables for the quote builder

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote data fields

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


  4. adding Laos (KIP) currency in pricing table

    2 votes

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  5. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  6. Ability to change default fonts on the Quote Builder

    11 votes

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  7. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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  8. 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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  9. I would like to have an automatic calculation of the product price based on the product bundle price

    12 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles

  10. 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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  11. 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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  12. stack items in 1 horizontal line formation only

    2 votes

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  13. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    [Hyperlink]

  14. Show the description when adding a catalogue item to the pricing table.

    As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"

    4 votes

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

    1 vote

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  16. 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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  17. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  18. Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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

    1 vote

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  20. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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