Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    225 votes

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  2. format column color,
    change font size for Total
    Format color of the Pricing table footer

    161 votes

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  3. Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    90 votes

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  4. Improvements for Catalog, Pricing table, etc.

    82 votes

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  5. system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    46 votes

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  6. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    44 votes

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  7. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    38 votes

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  8. Implement recurring type of payments in a pricing table

    31 votes

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  9. Pushing SKU from Hubspot to PandaDoc.

    27 votes

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  10. Make the optional items in pricing table required for the customer to choose.

    21 votes

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  11. Be able to have multiple currencies in a pricing table

    19 votes

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  12. 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.

    16 votes

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  13. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    15 votes

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  14. At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    14 votes

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  15. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    14 votes

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  16. Option to use dropdown in the pricing table

    13 votes

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  17. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    12 votes

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  18. Include the option to show the subtotal after discount but before tax in the summary section of the pricing table.

    12 votes

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  19. Tax inclusive option in pricing table (the price shows already with tax counted, tax is shown separately not as a part of the formula). The data should be able to be transferred from CRMs.

    12 votes

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  20. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    11 votes

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