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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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609 results found

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

    3 votes

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  3. 3 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  4. split the pricing table cost into 2 document values

    3 votes

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  5. document value should be changed to the paid amount

    3 votes

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  6. ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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  7. 3 votes

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  8. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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  9. 3 votes

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  10. 3 votes

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  11. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  12. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  13. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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  14. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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  15. Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row

    2 votes

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  16. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  17. 2 votes

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  18. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  19. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  20. Highlight the price of a product in the quote

    2 votes

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