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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. ability to place a single catalog item to multiple folders

    2 votes

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  2. The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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  3. Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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  4. We'd like to see "You'll save" field with % of the discount

    1 vote

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  5. Ability to show Total Quote Discount only vs showing discount by product.

    1 vote

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  6. I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!

    1 vote

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  7. It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.

    Additionally, it would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the…

    1 vote

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  8. When you create a quote in Quote builder - you have sections you can create.
    Imagine where you have
    Section A - with a total of $100
    Section B - with a total of $200
    Section C - with a total of $300

    once you build your quote and then go into the doc
    it would be great to access those values via variables
    for example
    [Section A.Total]

    Right now I can only get
    [Quote 1.Total]

    This would help build out pricing tables and summaries in the document that reference the quote.

    1 vote

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  9. for the option to have volume-based pricing model
    it would be great to have scale based pricing model

    this can help keep a fixed number
    50
    100
    150
    500

    this would help our team not stray away from packages that we have.

    right now we would have to create a package per QTY

    0 votes

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  10. Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)

    1 vote

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  11. Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote

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  12. I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.

    1 vote

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  13. Ability to hide the purchase and margin option for certain users.

    1 vote

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  14. 1 vote

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  15. As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.

    1 vote

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  16. Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.

    English:
    Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.

    1 vote

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  17. Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text

    Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal

    We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row

    We ultimately just need the smart fields to…

    1 vote

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  18. Ability to create active subscriptions instead of the scheduled ones

    1 vote

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  19. Currently, when you click add products, it automatically adds them to the bottom of the section.
    Some of my templates have things at the bottom and I want them to stat at the bottom.
    I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them

    1 vote

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  20. Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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