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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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599 results found

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

    2 votes

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  2. Option to make product fields in catalog required

    2 votes

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

    2 votes

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

    2 votes

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  5. Bold the Grand Total in the Quote

    2 votes

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  6. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  7. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  8. Hide product description in Pricing Table

    2 votes

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  9. Automatically add products selected in Quote Builder to a Pricing Table

    2 votes

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  10. Bulk Update document value and currency

    2 votes

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  11. Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:

    Band 1: 1-20 Price X
    Band 2: 21-50 Price Y
    Band 3: 51-100 Price Z

    If a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:

    20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?

    2 votes

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  12. Now it has no name while other columns do have a name and it can be edited

    2 votes

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  13. Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections

    2 votes

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  14. Calculate the subtotal based on the discount of one item instead of based on the full quantity.
    If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY

    2 votes

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  15. Hide a volume based pricing in the Quote builder

    2 votes

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  16. 2 votes

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  17. The customer wants a drop-down menu in the product catalog. When a product is added to the pricing table, recipients can select accessories for the chosen item.

    2 votes

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  18. the padding and margins of each individual section within the quote builder

    2 votes

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  19. Allow users to set the fee to over 100% in the Quote Builder.

    2 votes

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  20. In the quote builder block, it would be great to have the ability to customize the logic behind the columns and what they do to the price and the total.
    For example, there is a built-in 'fee' column that can be displayed as a percent markup on the products, but I would like to have the ability to adjust the logic behind the column.
    See the image attached. The ability to adjust the logic behind how the total column is displayed when custom columns are used could open up wide possibilities for custom discounts, fees, or margin calculations on the…

    2 votes

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