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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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70 results found

  1. Copy Catalog Items and save as a new item

    30 votes

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    Idea  ·  2 comments  ·  CPQ - Catalog  ·  Admin →
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  2. Having the option to be able to automatically sync product catalog updates into templates where the item is already inserted into a pricing table would be helpful to eliminate needing to update the items manually on multiple templates.

    25 votes

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  3. 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

    23 votes

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

    22 votes

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    Idea  ·  1 comment  ·  CPQ - Catalog  ·  Admin →
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  5. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    18 votes

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    Idea  ·  4 comments  ·  CPQ - Catalog  ·  Admin →
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  6. 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!

    17 votes

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

    17 votes

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    Idea  ·  4 comments  ·  CPQ - Catalog  ·  Admin →
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  8. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    12 votes

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    Idea  ·  2 comments  ·  CPQ - Catalog  ·  Admin →
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  9. catalog sharing across workspaces

    11 votes

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  10. Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    10 votes

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  11. 8 votes

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

    8 votes

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  13. 7 votes

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

    7 votes

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  15. 7 votes

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  16. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    6 votes

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  17. 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

    6 votes

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

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  20. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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