Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    2 votes

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  2. 2 votes

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  3. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  4. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    2 votes

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  5. 2 votes

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  6. 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

    2 votes

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

    2 votes

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  8. An ability to hide the sections (not delete) mapped from Salesforce

    2 votes

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  9. Assign custom fields to columns in the Price Table

    2 votes

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  10. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  11. set up default quantity

    2 votes

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  12. 2 votes

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  13. split the pricing table cost into 2 document values

    2 votes

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  14. the option to pull the product without a description

    2 votes

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  15. ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    2 votes

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  16. 2 votes

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  17. 2 votes

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  18. 2 votes

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

    2 votes

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  20. 2 votes

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