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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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652 results found

  1. Have the ability to automatically remove the blank row in the Pricing Table when data merge is enabled and creating a document using Integrations.

    2 votes

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  2. Option to set a given term as default for all the lines created from the catalog

    2 votes

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  3. Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 votes

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  4. Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.

    2 votes

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  5. Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.

    2 votes

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  6. Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.

    2 votes

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  7. Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.

    2 votes

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  8. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  9. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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

    2 votes

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

    2 votes

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  12. 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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  13. "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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  14. 2 votes

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  15. 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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  16. 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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  17. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    2 votes

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  18. Highlight the price of a product in the quote

    2 votes

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

    2 votes

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  20. 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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