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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 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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  3. 2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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

    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 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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  11. 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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  12. item lines failed to import - "it would be useful to see the error message per line with error"

    2 votes

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  13. 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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  14. 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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  15. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes

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  16. Would like to have the ability to add a previously bundled item into a new bundled item.

    2 votes

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  17. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  18. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  19. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  20. able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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