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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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599 results found

  1. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    2 votes

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  2. 2 votes

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  3. The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product

    2 votes

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  4. The ability for the document sender to receive a notification if the recipient added products using the quote builder.

    2 votes

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  5. item lines failed to import - "it would be useful to see the error message per line with error"

    2 votes

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  6. Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.

    2 votes

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  7. Currently there is no option on the pricing table for clients to contact us once they reach 5,000+ items - a price has to be entered.

    When a client wants 5,000+ items, we want them to call us so we can customize for them.

    Create an option for the client to be able to contact us

    2 votes

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  8. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes

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  9. Would like to have the ability to add a previously bundled item into a new bundled item.

    2 votes

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  10. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  11. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  12. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  13. able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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  14. Can we put the Total before discount as an option in pricing tables?

    I think it would be nice to be able to show a summary of the kind of discount our clients are getting just in case they need that extra nudge to sign.

    2 votes

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  15. Ability to change the header's alignment in quote builder.

    2 votes

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  16. 2 votes

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  17. Allow a Product/Catalog Item to have a fixed fee and also an annual fee. Certain products we sell are sold with a fixed fee and recurring fee. The only way around this is to have two products with the same name. Also currently there is no option to distinguish between items that are one time fee and others which are annual fee when doing the pricing table.

    2 votes

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  18. add shipping fees, packaging costs, rental fees, deposits, etc.

    2 votes

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  19. Be able to have SKU under the description of products rather in a separate column in a pricing table.

    2 votes

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  20. I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.

    2 votes

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