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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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599 results found

  1. 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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  2. Calculate a total for a pricing table plus a regular table

    2 votes

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

    2 votes

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  4. 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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  5. 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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  6. 2 votes

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  7. 2 votes

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

    2 votes

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  9. Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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  10. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  11. Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.

    The idea is to trigger products fetching event after the bundling event.

    2 votes

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  12. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  13. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  14. 2 votes

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  15. Customer would like to disable the pricing table's capability to calculate

    2 votes

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  16. Ability to not use a pricing table or a quote builder when adding a document value.

    2 votes

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  17. ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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  18. Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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  19. 2 votes

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