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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

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

    2 votes

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  2. 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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  3. -Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.

    2 votes

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  4. 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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  5. 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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  6. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  7. 2 votes

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  8. Add a category column to the pricing table

    2 votes

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  9. 2 votes

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  10. 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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  11. 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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  12. 2 votes

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

    2 votes

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  14. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    2 votes

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  15. Option to make product fields in catalog required

    2 votes

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

    2 votes

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

    2 votes

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  18. Bold the Grand Total in the Quote

    2 votes

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  19. 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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  20. 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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