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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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293 results found

  1. 2 votes

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  2. The ability to set up a maximum limit for discounts in the pricing table.

    2 votes

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  3. prevent users from accessing old folders in catalog

    2 votes

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  4. When adding a new section in the pricing table at the bottom via '+ Section', the new section has to be dragged elsewhere in the pricing table (if the desire is to add the section towards the top or in the middle, for example). Could there be a functionality where it's not automatically added at the bottom and has to be dragged to the desired position in the pricing table?

    2 votes

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  5. Allow users to move products up and down the pricing table by clicking an UP or Down arrow

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. Multiple choice option for discount

    2 votes

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  9. add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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  10. 2 votes

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  11. Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    2 votes

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  12. 2 votes

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  13. add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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  14. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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  15. move the value of price/amount on the pricing table

    2 votes

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  16. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of the pricing table.

    2 votes

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  17. 2 votes

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  18. 2 votes

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  19. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  20. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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