Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    4 votes

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  2. 4 votes

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  3. 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

    4 votes

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  4. The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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  5. Ability to add references to the pricing table.

    4 votes

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

    4 votes

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  7. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    4 votes

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  8. Be able to set up the line item discount either in flat amount or in %

    4 votes

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  9. The ability to move a row from one pricing table to another pricing table. Can't drag/move a pricing table row/column to a separate pricing table and if they had that ability would help solve a lot of problems for them.

    4 votes

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  10. 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.

    4 votes

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  11. 4 votes

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  12. duplicate pricing table sections

    4 votes

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

    4 votes

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  14. Conditional approval based on the type of line item.

    3 votes

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  15. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    3 votes

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  16. Option to apply a discount to all the pricing tables at once

    3 votes

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  17. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    3 votes

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  18. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    3 votes

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  19. Ability to update the pricing table products when product price(info) changes

    3 votes

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  20. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    3 votes

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