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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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583 results found

  1. 36 votes

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  2. Possibility to change subtotal/total manually.

    36 votes

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

    35 votes

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    Hi,
    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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

    25 votes

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  8. 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.

    24 votes

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  9. 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

    24 votes

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

    22 votes

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  11. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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  12. 20 votes

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  13. 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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  14. 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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  15. Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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  16. Hide rows in a pricing table

    17 votes

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  17. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    16 votes

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    Hi. We 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. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. 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…
  19. 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.

    15 votes

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  20. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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