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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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64 results found

  1. [Quote Builder]: 2 way sync with Salesforce

    2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  2. Ability to increase the number of decimals within product catalog

    Ability to increase the number of decimals within product catalog

    6 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →

  3. Option to remove the description from the pricing table

    Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  4. Notification Product Catalog Import

    Notification Product Catalog Import

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  5. Choose one ONE required item from all the optional items

    We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  6. Show the description when adding a catalogue item to the pricing table.

    Show the description when adding a catalogue item to the pricing table.

    As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  7. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  8. Display tax percentage in pricing table for 2.0 (like it worked for 1.0)

    Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  9. Add hyperlink to products (quote builder and pricing table)

    Add hyperlinks to products (quote builder and pricing table)

    3 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

  10. Quote builder block: change currency after adding the products

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  11. Enhanced CSV capabilities for bundle and product options updates on Catalog

    Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  12. Pricing Table - Payments based on Milestones being met

    Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  13. Option to hide all pricing table columns except the main total

    Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  14. ability to edit margin

    ability to edit margin

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  15. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  16. [Quote builder] Ability to lock product name and description

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  17. [Quote builder]: option to change the padding and margins of each individual section

    the padding and margins of each individual section within the quote builder

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) 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!

    https://support.pandadoc.com/en/articles/11785475-simplified-quoting-experience#h_959720caad

  18. Allow Product Bundles to be set with recurring pricing

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  19. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  20. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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