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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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624 results found

  1. CPQ calculations: Excel Formulas.

    Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    670 votes
    67 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  2. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    443 votes
    69 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  3. Conditional Logic set up in Pricing tables

    Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    226 votes
    13 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  4. The option to display the total in the pricing table excluding tax/discounts/fees

    The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    135 votes
    16 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  5. Add up multiple pricing tables to create a summary table

    The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    127 votes
    13 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  6. Set optional items as required in pricing table (Assign a pricing table to recipient)

    Make the optional items in pricing table required for the customer to choose.

    68 votes
    9 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  7. Conditional discount (amount)

    Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes
    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  8. Catalog product items usage reporting

    It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    60 votes
    7 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.

  9. Merge vertical cells in Pricing table

    The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.

    57 votes
    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  10. Pricing table: separate design option for total sections (adjust design for totals individually)

    The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    56 votes
    6 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  11. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    53 votes
    7 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Use Multiple Currencies in a Pricing Table

    Be able to have multiple currencies in a pricing table

    53 votes
    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  13. Grand Total for 2 Different Pricing Table

    is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two

    51 votes
    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

  14. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

    Columns that the recipient will be able to edit (or put any info - not only QTY).

    51 votes
    19 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  15. Pricing Table - set up Default Tax: Tax calculations

    Ability to set up default tax for the pricing table

    50 votes
    4 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  16. [Quote Builder]: profit and margin

    Option to use Profit and Margin app with Quote builder

    48 votes
    10 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  17. Dropdown in the pricing table

    Option to use dropdown in the pricing table

    46 votes
    4 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  18. Pricing Table (Quote Builder): Input negative quantity / value.

    ability to input negative quantities (when users are removing products from their master contract)
    Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that

    45 votes
    Solution Exists  ·  10 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  19. Flexible pricing table images: adding directly to the pricing table

    More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes
    7 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  20. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    42 votes
    9 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
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