Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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.

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  2. 1 vote

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  3. 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

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  4. 1 vote

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

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. In Europe the currency symbol does belong behind the figures.

    This is a Standard form the EU.
    https://publications.europa.eu/code/en/en-370303.htm
    https://ec.europa.eu/eurostat/statistics-explained/index.php?title=Tutorial:Symbols_and_abbreviations

    In Germany and Europe you do get a lot of complaints due to the "wrong" appearance of our proposals.

    1 vote

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  9. When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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  10. 1 vote

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  11. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    1 vote

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  12. Save a folder within a folder in catalog

    1 vote

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  13. Classifying products in product catalog by a line item number rather than SKU to allow for flexibility in updating SKU

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  14. Be able to hide/remove the "AUD" in pricing table and dashboard

    1 vote

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  15. Ability to add a product from catalog to the pricing table to create another line item instead of being added to qty

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  16. 1 vote

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  17. In the same way an object created within a quote can be added to the Object Library quickly, I would like to be able to add a single price table line item on a quote to the catalog with a few clicks.

    1 vote

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  18. catalog sharing across workspaces

    1 vote

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  19. ability to use pricing tables profit&margin variables

    1 vote

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  20. Option to delete a section header in the Pricing table without deleting the rows within the section

    1 vote

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