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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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64 results found

  1. 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).

    32 votes

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    Idea  ·  3 comments  ·  CPQ - Catalog  ·  Admin →
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  2. Copy Catalog Items and save as a new item

    29 votes

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    Idea  ·  2 comments  ·  CPQ - Catalog  ·  Admin →
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  3. want to populate the smart content option based on the products used in the document

    15 votes

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  4. Ability to customize the columns shown in doc/temp/catalog list view

    15 votes

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    Idea  ·  4 comments  ·  CPQ - Catalog  ·  Admin →
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  5. The option to calculate percentage of a particular number.

    14 votes

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    Idea  ·  1 comment  ·  CPQ - Catalog  ·  Admin →
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  6. How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    13 votes

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    Idea  ·  1 comment  ·  CPQ - Catalog  ·  Admin →
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  7. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    11 votes

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    Idea  ·  2 comments  ·  CPQ - Catalog  ·  Admin →
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  8. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    11 votes

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    Idea  ·  1 comment  ·  CPQ - Catalog  ·  Admin →
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  9. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    10 votes

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  10. catalog sharing across workspaces

    8 votes

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  11. 7 votes

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  12. 7 votes

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  13. hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    5 votes

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  14. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    5 votes

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  15. To have the option to save a product from the pricing table to the catalog for manually added products

    5 votes

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  16. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    5 votes

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    Idea  ·  3 comments  ·  CPQ - Catalog  ·  Admin →
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  17. An ability to pull the catalog items data through the variables into the document/pricing table

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  18. pass category field from ZOHO product into pandadoc pricing table

    5 votes

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  19. The customer would like to be able to edit pricing table images from the catalog from within the document.

    4 votes

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  20. 4 votes

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