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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. 3 votes

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  3. 3 votes

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

    3 votes

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  5. Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    2 votes

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  6. An option in which the currency changes based on the customer's preferences, eliminating the need to make several templates

    2 votes

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  7. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  8. 2 votes

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  9. Add a category column to the pricing table

    2 votes

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  10. 2 votes

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  11. Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field

    2 votes

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  12. Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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  13. Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.

    2 votes

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  14. 2 votes

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  15. Have 1 quote builder per page then the final page has the summary quote of all of them

    2 votes

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  16. To hide sections in a pricing table if there's no product synced into it from a CRM

    2 votes

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  17. Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.

    2 votes

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  18. Option to make product fields in catalog required

    2 votes

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  19. Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

    2 votes

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  20. add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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