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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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420 results found

  1. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes

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  2. 40 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. To better manage item distribution in Quote Builder during PDF rendering.

    38 votes

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  4. Possibility to change subtotal/total manually.

    36 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    35 votes

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  6. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    34 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  7. want to populate the smart content option based on the products used in the document

    33 votes

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    Released  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view. 

    For more information, please review our Smart Content Help Center Article.

  8. Smart Content feature for Pricing table

    32 votes

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  9. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    30 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    28 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    28 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!

    https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options#h_01HGJGXJ5F4WXGZBTE2CWHFGP9

  12. Have the ability to view hidden columns of the Quote Builder after the document is sent.

    27 votes

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  13. 26 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Quote, localized based on your profile language, will be inherited in exported pdfs.

    It will be applied to newly added quote blocks only.

  14. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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  15. change currency in the quote builder

    24 votes

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    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  16. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    24 votes

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  18. catalog sharing across workspaces

    24 votes

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  19. Ability to edit spacing in quote builder (Design)

    23 votes

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  20. Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.

    22 votes

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    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Quote Builder