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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. i am working on a very large pricing table...and i would need to add couple of hundreds rows at once

    2 votes

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

    2 votes

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  4. The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    2 votes

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  5. 3 votes

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  6. Product associations for merge rules (pricing table and quote builder). For example, if product A is selected, then product B will be automatically added.

    1 vote

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  7. 1 vote

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  8. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    1 vote

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  9. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  10. 1 vote

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  11. Ability to retrieve the data of products within a Product Bundle via API

    1 vote

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  12. the recipient can edit the tax column in the quote builder

    1 vote

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  13. the signer can change the description in the quote builder

    1 vote

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  14. 1 vote

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  15. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  16. Ability to set a minimum quantity the recipient must choose in Quote Builder

    2 votes

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  17. We would like to add an annual year-over-year price increase based on percentage for subscriptions. We reference this in our contract language, but do not have a way to include this in a quotation or order form.

    1 vote

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  18. We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.

    1 vote

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  19. set currency based on pricing table currency when pulling items from the Catalog

    2 votes

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  20. 1 vote

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