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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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39 results found

  1. 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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  2. 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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  3. adding Laos (KIP) currency in pricing table

    2 votes

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  4. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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  5. I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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  6. stack items in 1 horizontal line formation only

    2 votes

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  7. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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  8. I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    2 votes

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  9. Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    2 votes

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  10. Pull custom fields into the Quote builder

    2 votes

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  11. 2 votes

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  12. Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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  13. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  14. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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  15. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  16. Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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  17. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  18. Delete the subtotals (recurring and one-time) permanently.

    1 vote

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  19. 1 vote

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