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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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594 results found

  1. Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

    1 vote

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  2. Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)

    1 vote

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  3. As per the customer, their use case is, "I need 2 sections for one-off and recurring costs and it would be useful if these could come from the CRM directly to the correct section."

    2 votes

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  4. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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  5. Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    2 votes

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  6. Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote

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  7. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  8. I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.

    1 vote

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  9. 2 votes

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  10. Add a category column to the pricing table

    2 votes

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  11. 2 votes

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  12. Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field

    2 votes

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  13. Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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  14. Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.

    2 votes

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  15. 2 votes

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  16. Have 1 quote builder per page then the final page has the summary quote of all of them

    2 votes

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  17. To hide sections in a pricing table if there's no product synced into it from a CRM

    2 votes

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  18. An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.

    3 votes

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  19. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    1 vote

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  20. Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.

    4 votes

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