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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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40 results found

  1. change currency in the quote builder

    11 votes

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  2. Option to use Profit and Margin app with Quote builder

    9 votes

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  3. more options for quote builder layout like the current pricing table layout

    8 votes

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  4. quote builder to be available in Zapier

    7 votes

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  5. 2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    5 votes

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  6. 4 votes

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  7. Editing the Qoute Builder Design

    • Will allow the user to edit the size of the column of the Qoute builder
    4 votes

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  8. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    3 votes

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  9. I would like to be able to save the products I've edited in Quote builder back to catalog

    3 votes

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  10. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    3 votes

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  11. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    3 votes

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  12. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    3 votes

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  13. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    2 votes

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  14. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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  15. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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  16. Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    2 votes

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  17. Ability to add a price range and calculate the total based on the price range

    2 votes

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  18. 2 votes

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  19. I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    2 votes

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  20. Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    2 votes

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