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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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610 results found

  1. Hide product description in Pricing Table

    2 votes

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

    2 votes

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  3. Bulk Update document value and currency

    2 votes

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

    2 votes

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  6. 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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  7. 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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  8. Hide a volume based pricing in the Quote builder

    2 votes

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  9. 2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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  16. 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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  17. 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.

  18. 2 votes

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  19. 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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  20. 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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