Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Option on a pricing table that will allow to show conditional pages once the recipient chooses it

    • It will allow to show conditional pages once the required item is chosen by the signer/recipient.
    4 votes

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  2. 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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  3. the default pricing table columns should work in the similar way as the cost column
    so you can set up it in the way so it will disappear automically and won't be visible to recipients

    4 votes

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  4. 4 votes

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  5. ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 votes

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  6. 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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  7. Recipients can update the price from the Pricing Table

    4 votes

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  8. 4 votes

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  9. 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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  10. We operate in Australia and by default when we select Australian Dollars it is listed as $AU but here in Australia we just want to have this listed as $ since we don't deal with international markets. At the moment we use the USD currency to have the $ displayed correctly. It would be nice if you were not so US centric but changed the display of the currency based perhaps on the location that you select as a default. Here $ infers that you are talking in Australian dollars, $USD infers you are talking about United States Dollars.

    4 votes

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  11. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    4 votes

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  12. 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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  13. 4 votes

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

    4 votes

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  15. Automatic update of currency depending on the currency of catalog item.

    4 votes

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  16. Be able to set up discounts for catalog items and insert the items with those discounts

    4 votes

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  17. 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

    4 votes

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

    4 votes

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  19. 4 votes

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  20. Ability to import information from Excel to pricing tables

    3 votes

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