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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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328 results found

  1. 1 vote

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  2. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    1 vote

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  3. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  8. Have the option to create a workorder from a quote once the document is signed.

    1 vote

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  9. 1 vote

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  10. Option to search for product catalog items by category

    1 vote

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  11. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  12. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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  13. Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote

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  14. 1 vote

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  15. The ability to change the default size for one column and also the ability to allow one column to show as bulleted for all documents created from the template.

    1 vote

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  16. 1 vote

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  17. 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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  18. I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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  19. 1 vote

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  20. 1 vote

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