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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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562 results found

  1. Possibility to change subtotal/total manually.

    34 votes

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  2. 33 votes

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

    33 votes

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  4. want to populate the smart content option based on the products used in the document

    33 votes

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    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!

  5. Smart Content feature for Pricing table

    31 votes

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  6. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    27 votes

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  7. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    26 votes

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  8. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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  9. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    24 votes

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  10. 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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  11. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    22 votes

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  12. The option to calculate percentage of a particular number.

    22 votes

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  13. Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.

    21 votes

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  14. 20 votes

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  15. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    19 votes

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

    17 votes

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  18. Hide rows in a pricing table

    17 votes

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  19. Ability to import information from Excel to pricing tables

    16 votes

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    Hi. Currently, we don't have a direct feature for importing Excel files and aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, we do support creating tables from Excel data. 

    Here's a quick guide on how to do it:

    1. Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
    2. Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
    3. Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.

    For copying into a pricing table specifically:

    1. Prepare Your Table: Ensure your…
  20. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    15 votes

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