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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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584 results found

  1. Option to add a fee only to one line item and exclude all other items

    1 vote

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  2. Product Catalog - Ability to display video or a preview and not just a hyperlink

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  3. 1 vote

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  4. The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

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  5. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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  6. Ability to edit font size in quotes after CRM data merge

    1 vote

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  7. Now it is only possible to have bullet points in the description, but there is no way to add sub-points under bullet points. Could we add bullet points to the bullet points in the catalog?

    1 vote

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  8. Will allow the user to set different pricing tiers per product.

    1 vote

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  9. Customer would like to have their payer pay 50% of the total and once they have completed the work order they can continue to pay the other 50% on the same document.

    1 vote

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  10. Ability to unselect the product within the quote if a single-line selection is set up for the quote.

    1 vote

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  11. Catalog picture upload will have 3x2 ratio to fill the image frame properly

    1 vote

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  12. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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  13. 1 vote

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  14. In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote

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  15. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    1 vote

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  16. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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  17. Option to see the SKU of the bundle products in the bundle itself

    1 vote

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  18. 1 vote

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  19. Ability to remove the green arrow sign for the volume-based pricing products.

    1 vote

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  20. Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.

    1 vote

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