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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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42 results found

  1. configure the pricing table, to show price with discount and extended price column.

    5 votes

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  2. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 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:

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

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items

    5 votes

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  4. Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections

    4 votes

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  5. 4 votes

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  6. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  7. 4 votes

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  8. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  9. Ability to not use a pricing table or a quote builder when adding a document value.

    3 votes

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  10. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  11. Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.

    2 votes

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  12. Linked product groups within the pricing table.

    2 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:

    - Product Bundles

    You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.

  13. Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.

    2 votes

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  14. Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.

    2 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 this scenario:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  15. enable optional items for all line items instead of enabling them one by one.

    2 votes

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  16. I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  17. 2 votes

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  18. 1 vote

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  19. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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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:

    - Custom roles

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. 1 vote

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