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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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265 results found

  1. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    465 votes

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  2. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    154 votes

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  3. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    84 votes

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  4. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    71 votes

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  5. The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    36 votes

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  6. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    36 votes

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  7. Make the optional items in pricing table required for the customer to choose.

    34 votes

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  8. Be able to have multiple currencies in a pricing table

    34 votes

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  9. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    33 votes

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  10. Pushing SKU from Hubspot to PandaDoc.

    29 votes

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  11. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    29 votes

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  12. Copy Catalog Items and save as a new item

    28 votes

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  13. Possibility to change subtotal/total manually.

    28 votes

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  14. 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

    26 votes

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  15. 26 votes

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  16. Option to use dropdown in the pricing table

    26 votes

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  17. Ability to set up default tax for the pricing table

    26 votes

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  18. The ability to change the font color, style, size of the pricing table cell individually

    23 votes

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  19. is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    22 votes

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  20. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    21 votes

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