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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  2. Option to search for product catalog items by category

    1 vote

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  3. Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  4. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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  5. Be able to pull Google Drive Images & or a Google Sheet Product Catalog immediately into a quote.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. add a document value custom amount to the template on PandaDoc mobile app

    When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

    https://pandadoc.zendesk.com/agent/tickets/430186

    1 vote

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  9. I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    1 vote

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  13. 1 vote

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  14. if the price is updated somewhere in the pricing table, ability to update the price automatically in another place

    1 vote

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  15. Ability to easily show MRC vs NRC products/services and then bill accordinly, i.e., 1st month payment maybe be MRC + NRC and then recurring payments monthly for 12/24/36 month contract.

    1 vote

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  16. 1 vote

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  17. It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(

    1 vote

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  18. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  19. 1 vote

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  20. Option to add a percentage fee only for one separate section

    1 vote

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