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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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670 results found

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

    3 votes

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  2. 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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  3. split the pricing table cost into 2 document values

    3 votes

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  4. document value should be changed to the paid amount

    3 votes

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  5. 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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  6. 3 votes

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  7. 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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  8. 3 votes

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  9. 3 votes

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

    3 votes

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  11. 2 votes

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  12. When a parent product quantity changes, the quantities of associated bundled items would automatically update.

    2 votes

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  13. Ability for a pricing table to automatically display related products or services based on the initial selection made by the user. For example, when a user selects a primary product or service, the system would dynamically suggest or populate additional related items in the pricing table.

    2 votes

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  14. 2 votes

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  15. 2 votes

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  16. Option to trigger a 15% price discount in the pricing table if a recipient selects a certain option in the drop-down field.

    2 votes

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  17. The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.

    Some enhancements to improve this process would be:

    • Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.

    • Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.

    • Prompting the user that the approval workflow cannot be activated because it contains…

    2 votes

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  18. 2 votes

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  19. Users would like to have a system variable that captures the billing frequency of products in a pricing table and inserts this value anywhere within the document.

    2 votes

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  20. Hide the total unless the items are selected.

    2 votes

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