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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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10 results found

  1. Pricing Table calculations: Excel Formulas.

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    638 votes

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    60 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    • Add ability to continue ordered lists with interruptions
    350 votes

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    47 comments  ·  Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  3. Conditional Logic set up in Pricing tables

    Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    218 votes

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    13 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    64 votes

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    10 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Pricing Table (Quote Builder): Input negative quantity / value.

    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

    40 votes

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    8 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  6. Conditional content around pricing table and new pages added

    I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    14 votes

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    6 comments  ·  Automations  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  7. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    In development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is being developed. We'll send you another email once it is available for testing. Have a marvelous day!

  8. ability to pull negative numbers from salesforce

    7 votes

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    In development  ·  0 comments  ·  Integrations  ·  Admin →
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  9. sign in just with Google only

    sign in just with Google only

    3 votes

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    In development  ·  0 comments  ·  Integrations  ·  Admin →
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  10. To get all documents with recipients in one query via API

    2 votes

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    In development  ·  0 comments  ·  API  ·  Admin →
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