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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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350 results found

  1. Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.

    3 votes

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  2. Option to remove the former price from the Quote builder in case products have volume-based pricing

    3 votes

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  3. It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added

    3 votes

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  4. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    3 votes

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  5. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  6. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    3 votes

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  7. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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    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!

  8. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    3 votes

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    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!

  9. There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.

    Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.

    3 votes

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    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!

  10. 3 votes

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  11. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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    • option for the user in adding Total cost in the pricing table
    3 votes

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    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. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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    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!

  13. Ability to not use a pricing table or a quote builder when adding a document value.

    3 votes

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  14. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    3 votes

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  15. It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.

    3 votes

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    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!

  16. Ability to change the header's alignment in quote builder.

    3 votes

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  17. add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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  18. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    3 votes

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    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!

  19. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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    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!

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