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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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  2. The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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  6. 1 vote

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  7. Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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  8. add the same image for multiple items in the catalog at the same time

    1 vote

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  9. can the Fee column be automated from the catalog

    1 vote

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  10. 1 vote

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  11. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    1 vote

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  12. translate products in pricing table to another languages

    1 vote

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  13. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

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  14. The option to make the checkboxes within the pricing table only editable to users and not recipients

    1 vote

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  15. For example, be able to type .5 without having to type 0.5

    1 vote

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  16. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    1 vote

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  17. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  18. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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  19. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    1 vote

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  20. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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