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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

  1. Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes

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  2. 3 votes

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  3. to change the colour of individual text elements in a quote builder

    For example, to make the ticks green and the crosses red in the description

    3 votes

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  4. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  5. Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.

    3 votes

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  6. 3 votes

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  7. Unhide the cost column by default

    3 votes

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

    3 votes

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  9. 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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  10. 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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  11. 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!

  12. 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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  13. Ability to retrieve the data of products within a Product Bundle via API

    3 votes

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

    3 votes

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  15. 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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  16. Ability to display catalog products' prices as % percentage.

    3 votes

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  17. 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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  18. 3 votes

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  19. 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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