Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    7 votes

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  2. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    7 votes

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  3. New pricing table as of June 2020: In every single cell you have to click once, and then again in order to edit any of the formatting (Text alignment, etc) and you cannot highlight multiple cells (of the same or different formatting) to bulk change them. This request is in favor to fix this.

    6 votes

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  4. Option to hide the pricing table on specific recipient.

    • Will allow the sender/user to hide the pricing table to a specific recipient.
    5 votes

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  5. Ability to create products with negative value.

    5 votes

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  6. I would like to be able to enter the variable of a pricing table into a separate pricing table to then add up several pricing tables as one. This also would give us the ability to increase the quantity as well.

    5 votes

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    Hello there,

    This is Valeryia from PandaDoc team! Thank you for your feature request regarding pricing table variables! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with some more details on this.

    I appreciate your time and looking forward to hearing back from you!

  7. calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    5 votes

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  8. ability to have a check box to make an entire pricing table optional

    5 votes

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  9. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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  10. 5 votes

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  11. Change the document value currency once the currency is set in pricing table.

    5 votes

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  12. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    5 votes

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  13. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    5 votes

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  14. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    5 votes

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  15. Be able to set a Min/Max on Quantity when it's Editable for Recipients

    5 votes

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  16. 5 votes

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  17. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    5 votes

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  18. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    5 votes

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  19. Offer a conditional discount based on time- For instance, if the customer approves within the first 7 days after receiving the quote, they'll get 10% off, but if after the 7 days pass, the 10% discount option is removed.

    5 votes

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  20. duplicate pricing table sections

    5 votes

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