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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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321 results found

  1. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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  2. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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  3. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  4. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    4 votes

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  5. It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!

    4 votes

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  6. 4 votes

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  7. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  8. Option to apply a discount to all the pricing tables at once

    4 votes

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  9. Allow to hide columns for individual line items

    4 votes

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  10. The ability to edit the pricing table formatting in the template when using the data merge feature

    4 votes

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  11. 4 votes

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  12. A place for private notes when adding catalog items.

    4 votes

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  13. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    4 votes

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  14. 4 votes

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  15. 4 votes

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  16. Ability to set up a condition which hides empty pricing table columns.

    3 votes

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  17. Ability to turn off or hide the suggested items in pricing table to avoid blocking the view while typing

    3 votes

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  18. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    3 votes

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  19. Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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  20. Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    3 votes

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