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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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67 results found

  1. Option to let a recipient choose one of the quotes in a document

    Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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    0 comments  ·  CPQ - Quote Builder  ·  Admin →
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  2. Ability to have a toggle for Annual or Monthly pricing in the Quote Builder

    It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    1 vote

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  3. Quote builder block: change currency after adding the products

    2 votes

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  4. Ability to bundle products with recurring pricing

    Ability to bundle products with recurring pricing

    1 vote

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  5. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  6. Change the text on volume-based labels

    2 votes

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  7. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  8. Ability to show the monthly price in the Quote Builder block if the recurring payment of the products added to the block is not set to...

    1 vote

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  9. Quote builder: number of decimals

    Option to change number of decimals in quote builder, for now, 0.065 is automatically shown as 0.07

    1 vote

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  10. Update Recurring Column in Quotes: CSV: Bulk

    The ability to bulk update the recurring column in quotes

    2 votes

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  11. Ability to name each quote in a document and rename variables for each quote

    Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    0 votes

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  12. Ability to remove the green arrow sign for the volume-based pricing products.

    Ability to remove the green arrow sign for the volume-based pricing products.

    1 vote

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  13. Ability to change the order of grand total section of Quote Builder

    Ability to change the order of grand total section of Quote Builder

    2 votes

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    1 comment  ·  CPQ - Quote Builder  ·  Admin →
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  14. Change default fonts of Quote Builder

    Ability to change default fonts on the Quote Builder

    2 votes

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    1 comment  ·  CPQ - Quote Builder  ·  Admin →
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  15. convert a quote builder block from a proposal into a spreadsheet

    convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  16. Option to sync product catalog item updates into Quotes within templates automatically

    1 vote

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  17. Required option for Quote Builder

    Required option for Quote Builder - similar to fillable fields

    2 votes

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  18. Restrict the quote builder to only allow the addition of products with a flat fee

    1 vote

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  19. show the VAT (value added tax) and the gross before tax/vat in Quote Builder

    It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    1 vote

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  20. Transfer data from a pricing table to the quote builder block

    1 vote

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