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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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651 results found

  1. 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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  2. 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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  3. I want the discount to show as a separate row and not column in the pricing table

    2 votes

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  4. 2 votes

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  5. Add a category column to the pricing table

    2 votes

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  6. 2 votes

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  7. 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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  8. 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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  9. 2 votes

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  10. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    2 votes

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  11. Option to make product fields in catalog required

    2 votes

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  12. Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

    2 votes

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  13. add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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  14. Bold the Grand Total in the Quote

    2 votes

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  15. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  16. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  17. Hide product description in Pricing Table

    2 votes

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

    2 votes

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  19. Bulk Update document value and currency

    2 votes

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  20. 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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