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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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655 results found

  1. Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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  2. convert a quote builder block from a proposal into a spreadsheet

    2 votes

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  3. 2 votes

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  4. Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.

    The idea is to trigger products fetching event after the bundling event.

    2 votes

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  5. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  6. In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF

    2 votes

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  7. A way to tell the system that you want multiple quantities of the same item to show as separate lines or not.

    The current workaround for this, is to add the item, customize one of the custom fields. Then go and add another product of the same type. You then have to repeat this over and over for each one. It would be faster to be able to not have it default to just increasing the quantity.

    2 votes

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  8. 2 votes

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  9. Customer would like to disable the pricing table's capability to calculate

    2 votes

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  10. Ability to change the location of the product image in the pricing table.

    2 votes

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  11. ability to choose a catalog item to populate the rest of the info on the slide

    2 votes

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  12. Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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  13. 2 votes

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  14. 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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  15. 2 votes

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  16. 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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  17. 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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  18. item lines failed to import - "it would be useful to see the error message per line with error"

    2 votes

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  19. 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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  20. 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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