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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 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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  3. 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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  4. 3 votes

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  5. 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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  6. 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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  7. Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    3 votes

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

    3 votes

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

    3 votes

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  10. 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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  11. split the pricing table cost into 2 document values

    3 votes

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  12. document value should be changed to the paid amount

    3 votes

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  13. 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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  14. 3 votes

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  15. 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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  16. 3 votes

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  17. 3 votes

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

    3 votes

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  19. Ability to add up just the values listed in the Price column

    2 votes

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  20. Show discount column in the quote builder for the recipient if the discount is 0% or $0

    2 votes

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