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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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599 results found

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

    3 votes

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  2. 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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  3. The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    3 votes

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  4. 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. 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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  6. Ability to retrieve the data of products within a Product Bundle via API

    3 votes

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  7. set currency based on pricing table currency when pulling items from the Catalog

    3 votes

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  8. 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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  9. 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

    3 votes

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  10. Ability to display catalog products' prices as % percentage.

    3 votes

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  11. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  12. 3 votes

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  13. Ability to customize the recurring pricing type. Example: per hour, per unit, per... instead of monthly, annually, yearly.

    3 votes

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    • Will allow the changes like added lin items will reflect on the pricing table
    3 votes

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  14. It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.

    3 votes

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  15. 3 votes

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  16. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 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

  17. The ability to bulk update the recurring column in quotes

    3 votes

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

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  18. Pricing table columns to reflect pricing with/without discount

    3 votes

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