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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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632 results found

  1. 2 votes

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  2. 2 votes

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  3. Ability to switch the entire catalogue currency.

    2 votes

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  4. Multiple choice option for discount

    2 votes

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  5. add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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  9. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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  10. move the value of price/amount on the pricing table

    2 votes

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  11. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    2 votes

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  12. 2 votes

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  13. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  14. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  15. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  16. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  17. 2 votes

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  18. Price locking in products in catalog

    2 votes

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  19. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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

    2 votes

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