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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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599 results found

  1. 'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.

    2 votes

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  2. Unhide the cost column by default

    2 votes

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  3. Allow the recipient to change the name and pricing of products

    2 votes

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  4. Ability to show product description only after a product is selected in the Quote builder

    2 votes

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  5. Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.

    2 votes

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  6. Linked product groups within the pricing table.

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Product Bundles


    You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.

  7. 2 votes

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  8. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    2 votes

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  9. The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.

    2 votes

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  10. Automatically show custom columns when the product is added to the quote or pricing table

    2 votes

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  11. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  12. 2 votes

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  13. Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.

    2 votes

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  14. add GST currency ( Green Satoshi Token) to the document value

    2 votes

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  15. Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.

    2 votes

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  16. We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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  17. Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  18. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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  19. Do not require the Type column when mass importing to the product catalog

    2 votes

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  20. Option to have superscript in the Product catalog

    2 votes

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