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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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639 results found

  1. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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  2. Option to have 2 columns that reflect discount: percentage and amount (with negative sign)

    2 votes

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  3. Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row

    2 votes

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  4. "My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."

    2 votes

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  5. 2 votes

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  6. When you create a quote in Quote builder - you have sections you can create.
    Imagine where you have
    Section A - with a total of $100
    Section B - with a total of $200
    Section C - with a total of $300

    once you build your quote and then go into the doc
    it would be great to access those values via variables
    for example
    [Section A.Total]

    Right now I can only get
    [Quote 1.Total]

    This would help build out pricing tables and summaries in the document that reference the quote.

    2 votes

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  7. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  8. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  9. Highlight the price of a product in the quote

    2 votes

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

    2 votes

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  11. 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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  12. -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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  13. 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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  14. 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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  15. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  16. 2 votes

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  17. Add a category column to the pricing table

    2 votes

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  18. 2 votes

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  19. 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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  20. 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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