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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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326 results found

  1. Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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  2. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  3. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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  4. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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  5. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  6. Ability to increase the number of decimals within product catalog

    6 votes

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  7. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    6 votes

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  8. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  9. show cost and profit margin per line item even when the document is sent/completed

    6 votes

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  10. 6 votes

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  11. Notification Product Catalog Import

    6 votes

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  12. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    6 votes

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  13. An ability to pull the catalog items data through the variables into the document/pricing table

    6 votes

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  14. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    6 votes

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  15. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    6 votes

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  16. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  17. 6 votes

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  18. Duplicate price column in a pricing table.

    6 votes

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  19. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  20. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    5 votes

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