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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. restrict the quantity editing for specific recipients.

    To be able to assign the roles ( specific recipients) who can edit the quantaty
    https://pandadoc.zendesk.com/agent/tickets/444954

    1 vote

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  2. to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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  3. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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  4. If a Form has a pricing table with optional items and a payment integration, a recipient does not get the option to select an optional item before being asked to pay.

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. to have a small pop up window to update names, prices, SKU

    To change the price, you need to go to an item to change a price, it takes a few seconds to load. Then I change price and it takes another few seconds to save. then when I go back to the subcategory I don't always go back to it, and it takes me back the main catalogue and I have to go find the next item to change.
    Things like names, prices, SKU. I just want to be able to click on an item, have a small pop…

    1 vote

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  8. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  9. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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  10. Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote

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  11. 1 vote

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  12. The ability to change the default size for one column and also the ability to allow one column to show as bulleted for all documents created from the template.

    1 vote

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  13. 1 vote

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  14. add a document value custom amount to the template on PandaDoc mobile app

    When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

    https://pandadoc.zendesk.com/agent/tickets/430186

    1 vote

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  15. I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    1 vote

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  19. 1 vote

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  20. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    1 vote

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