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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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609 results found

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

    2 votes

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  2. 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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  3. 2 votes

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

    2 votes

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  6. 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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  7. 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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  8. 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.

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

    2 votes

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  11. Option to have superscript in the Product catalog

    2 votes

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  12. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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  13. Calculate a total for a pricing table plus a regular table

    2 votes

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  14. Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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  15. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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    • will allow he user to set tailored discount based on a specific factor
    2 votes

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  16. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    2 votes

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  17. 2 votes

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  18. 2 votes

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  19. Ability to change the order of grand total section of Quote Builder

    2 votes

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