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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. Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.

    2 votes

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  3. Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.

    i.e. Custom Field for catalog item "Product Code" = "Accessory"

    In the pricing table pull in product code and extend discounted net based on customer.
    Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.

    2 votes

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  4. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  5. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  6. 2 votes

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  7. Price locking in products in catalog

    2 votes

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  8. Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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  9. ability to place a single catalog item to multiple folders

    2 votes

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  10. The option to make the articles to be ordered by default within their folder by the SKU code (catalog).

    2 votes

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  11. Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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  12. It would be awesome to have Auto Save for the quote builder. That way if someone accidently exits out of the tab, it'll still save.

    1 vote

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  13. Text style bold in the column name in the quote builder

    1 vote

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  14. It would be great to get the section totals to appear as variables vs. only the quote total.

    1 vote

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  15. you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly

    1 vote

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  16. Restrict users from adding specific catalog products to pricing tables/quote builder.

    1 vote

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  17. It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.

    1 vote

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  18. Add divider lines to quote builder columns (like a pricing table)

    1 vote

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  19. The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.

    1 vote

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  20. Would be great if there is a data field option as a currency.
    This way we can use this variable as an item from quote to document display.
    D

    1 vote

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