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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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20 results found

  1. It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
    {
    ...
    document_value: 123456,
    ...
    }

    12 votes

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  2. Change the document value currency once the currency is set in pricing table.

    9 votes

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    Idea  ·  1 comment  ·  CPQ - Document Value  ·  Admin →
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  3. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  4. Make Document.Value to populate from integration/API directly.

    5 votes

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  5. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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  6. Option to sync Deal amount to Document value with out the use of pricing table

    4 votes

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  7. 4 votes

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    Idea  ·  1 comment  ·  CPQ - Document Value  ·  Admin →
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  8. 3 votes

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  9. Update document value when set up a custom payment amount in the payment block.

    3 votes

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  10. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    3 votes

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  11. split the pricing table cost into 2 document values

    3 votes

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  12. document value should be changed to the paid amount

    3 votes

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  13. 1 vote

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  14. add a document value custom amount to the template on PandaDoc mobile app

    When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

    https://pandadoc.zendesk.com/agent/tickets/430186

    1 vote

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  15. Ability to customize Dashboard to see the total value of specific documents

    1 vote

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  16. In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.

    1 vote

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  17. Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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  18. 1 vote

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  19. Ability to set the Document Value in a Content Library

    1 vote

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  20. Make the Document Value Required to fill out instead of it being option

    1 vote

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