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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
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Ideas to Improve PandaDoc

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599 results found

  1. 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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  2. 3 votes

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  3. 3 votes

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

    3 votes

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  5. ability to edit margin

    3 votes

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  6. 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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  7. 3 votes

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  8. At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 votes

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  9. automatically figure out the Price of an item based off of the Cost I put it and the Margin I would like.

    3 votes

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  10. 3 votes

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  11. Ability to add conditional fees.
    The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.

    3 votes

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  12. I don't use the advanced document creation features... just signing (at least for now) and I'd love it if there was a paid version (in the ~$8-9/month range) that placed it below the essentials plan, and on par with other esign apps, including advanced signing-only features (audit trail, Zapier, custom branding, etc).

    3 votes

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  13. The option to make the checkboxes within the pricing table only editable to users and not recipients

    3 votes

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  14. Allow to pass the formating for item descriptions for catalog items

    3 votes

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  15. 3 votes

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  16. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    3 votes

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  17. An ability to hide the sections (not delete) mapped from Salesforce

    3 votes

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  18. 3 votes

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  19. split the pricing table cost into 2 document values

    3 votes

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  20. document value should be changed to the paid amount

    3 votes

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