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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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  2. The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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  6. 1 vote

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  7. Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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  8. add the same image for multiple items in the catalog at the same time

    1 vote

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  9. 1 vote

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  10. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  11. For example, be able to type .5 without having to type 0.5

    1 vote

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  12. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  13. 1 vote

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  14. disable data merge option by default in pricing table when salesforce is enabled

    1 vote

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  15. Make the Document Value Required to fill out instead of it being option

    1 vote

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  16. 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.

    1 vote

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  17. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  18. Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    0 votes

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