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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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633 results found

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

    3 votes

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  2. Catalog item names restricted to 120 characters

    3 votes

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  3. 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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  4. 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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  5. 3 votes

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  6. 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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  7. 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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  8. add shipping fees, packaging costs, rental fees, deposits, etc.

    3 votes

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

    3 votes

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  10. 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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  11. 3 votes

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  12. 3 votes

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

    3 votes

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  15. Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.

    3 votes

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  16. 3 votes

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  17. 3 votes

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  18. The ability to restore catalog folders that have been deleted.

    3 votes

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  19. ability to edit margin

    3 votes

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  20. Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.

    3 votes

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