Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 2 votes

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  3. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    2 votes

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

    2 votes

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  5. 2 votes

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  6. 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.

    2 votes

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  7. 2 votes

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  8. 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.

    2 votes

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  9. 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.

    2 votes

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  10. 2 votes

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  11. Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    2 votes

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  12. EV2 pricing table: when you move columns around, they should remain in the order they were set to in the editor.

    2 votes

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  13. 1 vote

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

    1 vote

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  16. 1 vote

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  17. Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    1 vote

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  18. we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

    1 vote

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  19. 1 vote

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  20. Ability to add different pricing options, such as Monthly , quarterly, annual price to a catalog item.

    1 vote

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