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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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350 results found

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

    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!

  2. Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.

    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!

  3. At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    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!

  4. 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.

    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!

  5. split the pricing table cost into 2 document values

    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!

  6. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    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!

  7. 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. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  9. When changing the decimal place in the quote builder all numbers in the quote builder change. As an example lets say we change it to 3 places.

    This can be very nice for showing the price of an item that can be to 3 decimal places, but for showing the total, it can be confusing to have 3 decimal places as it can be confused with a denominator separator.
    Example: at a price of .055, 23220 units are purchased. So the total price shows up as 1,509.300 which can look like 1.5 million. When really it is just 1.5k and…

    2 votes

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  10. When a line item is marked as optional in the pricing table, it currently displays the full price and quantity even when unselected by the recipient. The only visual indicators that the item is not included are the greyed-out styling and an unchecked checkbox. In formal contract and proposal contexts, this creates a risk of misinterpretation, as recipients may read the visible price as part of the agreed total.
    The request is to provide an option for document creators to hide or zero out the price and quantity on unselected optional items, or to display a clearer visual distinction (such…

    2 votes

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  11. Option to hide or replace crossed-out 0.00 € in the first tier (e.g., display as blank or "-")

    2 votes

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  12. Support adding PandaDoc Catalog items directly to Quote Builder through the API using a Catalog identifier (e.g., SKU or Product ID), instead of requiring all product data to be passed inline in the payload.

    2 votes

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  13. Ability to remove all custom fields at once on multiple catalog items

    2 votes

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  14. Within Quote Builder, add a Tax as a percentage and have the pricing displayed in a dollar amount automatically (as it works for Pricing Table).

    2 votes

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  15. Ability to change the title/header requirement on quote blocks. The ability to leave it blank is preferred.

    2 votes

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  16. 2 votes

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  17. The ability to use drop-down fields within the quote builder for selection.

    2 votes

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  18. Customer needs to display line-item prices as "per month" for presentation, while having the recurring subtotal in the Grand Total calculate on an annual basis. Currently, the billing period setting controls both the label and the subtotal — when set to Annual, the line-item label changes to "per year," which doesn't meet their business requirement. They need the flexibility to decouple the display label from the calculation period.

    2 votes

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  19. Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.

    2 votes

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  20. Allow to change the color of numbers or text each cell in a Quote.

    2 votes

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