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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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598 results found

  1. The ability to make the 'fee' an optional selection on the pricing table

    3 votes

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  2. optional item - automatically populate the price and hide when not chosen

    3 votes

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  3. 3 votes

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  4. Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    3 votes

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  5. Allow automatically inserting images to the quote builder from a CRM or other integration.

    3 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please reply to this email reach out to our support team. Have a marvelous day!

  6. For the signer/recipient to pick their billing period

    3 votes

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  7. Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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  8. Catalog item names restricted to 120 characters

    3 votes

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  9. We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.

    The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.

    3 votes

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  10. Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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  11. It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.

    3 votes

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  12. 3 votes

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  13. The option to be able to requiring to fill out something within the pricing table in a template before it can be used and sent out would be very useful.

    3 votes

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  14. Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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  15. a way to search for words appearing anywhere in the item record

    3 votes

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  16. It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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  17. 3 votes

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  18. 3 votes

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  19. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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  20. change column name in csv when importing products into pandadoc catalog

    3 votes

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