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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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599 results found

  1. 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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  2. 3 votes

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  3. 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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  4. 3 votes

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  5. 3 votes

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

    3 votes

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  7. Option to hide specific fields, such as price and cost, in the Catalog for certain account users.

    2 votes

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  8. In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.

    2 votes

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  9. If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section

    2 votes

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  10. As per the customer, their use case is, "I need 2 sections for one-off and recurring costs and it would be useful if these could come from the CRM directly to the correct section."

    2 votes

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  11. Ability to set conditions relating to typography.

    e.g

    Once the condition is met the segments/sections text will automatically go ''bold''

    2 votes

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

    2 votes

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

    2 votes

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  14. 2 votes

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  15. Add a category column to the pricing table

    2 votes

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  16. 2 votes

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

    2 votes

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  18. 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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  19. 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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  20. 2 votes

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