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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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9 results found

  1. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    44 votes

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

    12 votes

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  3. hide decimals points in the quote builder

    9 votes

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  4. Ability to increase the number of decimals within product catalog

    6 votes

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  5. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  6. 3 votes

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  7. Allow automatically inserting images to the quote builder from a CRM or other integration.

    3 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!

  8. We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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  9. The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    1 vote

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