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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 5 votes

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  2. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    5 votes

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

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  4. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  5. Option to delete a section header in the Pricing table without deleting the rows within the section

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  6. 5 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  8. Be able to set up discounts for catalog items and insert the items with those discounts

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  9. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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    Idea  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  10. Be able to set a Min/Max on Quantity when it's Editable for Recipients

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  11. 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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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  12. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    4 votes

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  13. option to hide the volume-based pricing message

    for example: BUY 2 FOR $50.00 EACH

    4 votes

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  14. add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    4 votes

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  15. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    4 votes

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  16. 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.

    4 votes

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  17. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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  18. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    4 votes

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  19. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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  20. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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    Idea  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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