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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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230 results found

  1. Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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  2. 1 vote

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  3. Use the "Transfer Data To" feature with the new Advanced Quotes

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    1 vote

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  8. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  9. Have the option to create a workorder from a quote once the document is signed.

    1 vote

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  10. 1 vote

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  11. Option to search for product catalog items by category

    1 vote

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  12. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  13. 1 vote

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  14. The ability to change the default size for one column and also the ability to allow one column to show as bulleted for all documents created from the template.

    1 vote

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  15. 1 vote

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  16. I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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  17. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    1 vote

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  18. 1 vote

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  19. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    1 vote

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  20. Ability to easily show MRC vs NRC products/services and then bill accordinly, i.e., 1st month payment maybe be MRC + NRC and then recurring payments monthly for 12/24/36 month contract.

    1 vote

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