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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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634 results found

  1. 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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  2. 4 votes

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  3. set a tax rate per product and have it automatically calculate on the pricing table

    4 votes

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  4. 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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  5. The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

    4 votes

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  6. 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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  7. Update document value if specific radio button is checked

    4 votes

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

    4 votes

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

    4 votes

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  10. Duplicate categories in the catalog

    4 votes

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  11. 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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  12. upload a spreadsheet and convert into a table in a quote

    4 votes

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  13. 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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  14. 4 votes

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  15. Edit font family for catalog items Name and Description within Catalog

    4 votes

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  16. Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    4 votes

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  17. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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  18. 4 votes

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  19. For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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  20. 4 votes

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