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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row

    2 votes

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  2. It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added

    3 votes

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  3. We'd like to see "You'll save" field with % of the discount

    1 vote

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  4. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  5. Ability to show Total Quote Discount only vs showing discount by product.

    1 vote

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  6. 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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  7. It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.

    Additionally, it would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the…

    1 vote

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  8. 2 votes

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  9. PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2

    3 votes

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  10. When you create a quote in Quote builder - you have sections you can create.
    Imagine where you have
    Section A - with a total of $100
    Section B - with a total of $200
    Section C - with a total of $300

    once you build your quote and then go into the doc
    it would be great to access those values via variables
    for example
    [Section A.Total]

    Right now I can only get
    [Quote 1.Total]

    This would help build out pricing tables and summaries in the document that reference the quote.

    1 vote

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  11. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  12. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  13. for the option to have volume-based pricing model
    it would be great to have scale based pricing model

    this can help keep a fixed number
    50
    100
    150
    500

    this would help our team not stray away from packages that we have.

    right now we would have to create a package per QTY

    0 votes

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  14. 17 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  15. Highlight the price of a product in the quote

    2 votes

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  16. Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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  17. In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.

    2 votes

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  18. -Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.

    2 votes

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  19. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes

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  20. Ability to populate variable value inside the Quote Builder just like with the Pricing Table.

    3 votes

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