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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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652 results found

  1. Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field

    4 votes

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  2. Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.

    4 votes

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  3. 4 votes

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  4. Multiple currencies per product in Catalog

    4 votes

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  5. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  6. Ability to show product description only after a product is selected in the Quote builder

    4 votes

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  7. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    4 votes

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  8. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    4 votes

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  9. 4 votes

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  10. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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  11. Ability to retrieve the data of products within a Product Bundle via API

    4 votes

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  12. Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

    4 votes

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  13. Update document value if specific radio button is checked

    4 votes

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

    4 votes

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

    4 votes

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  16. Duplicate categories in the catalog

    4 votes

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  17. 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

    4 votes

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  18. upload a spreadsheet and convert into a table in a quote

    4 votes

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  19. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  20. 4 votes

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