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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. configure the pricing table, to show price with discount and extended price column.

    4 votes

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  2. 4 votes

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  3. ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 votes

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  4. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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  5. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    4 votes

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  6. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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  7. 4 votes

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  8. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  9. 4 votes

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  10. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  11. Option to apply a discount to all the pricing tables at once

    4 votes

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  12. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    4 votes

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  13. Allow to hide columns for individual line items

    4 votes

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  14. An ability to hide the sections (not delete) mapped from Salesforce

    4 votes

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  15. 4 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. 4 votes

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  17. A place for private notes when adding catalog items.

    4 votes

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  18. 4 votes

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  19. 4 votes

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  20. 4 votes

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