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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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651 results found

  1. Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)

    1 vote

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  2. Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote

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  3. I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.

    1 vote

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  4. Ability to hide the purchase and margin option for certain users.

    1 vote

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  5. 1 vote

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  6. As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.

    1 vote

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  7. Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.

    English:
    Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.

    1 vote

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  8. Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text

    Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal

    We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row

    We ultimately just need the smart fields to…

    1 vote

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  9. Ability to create active subscriptions instead of the scheduled ones

    1 vote

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  10. Currently, when you click add products, it automatically adds them to the bottom of the section.
    Some of my templates have things at the bottom and I want them to stat at the bottom.
    I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them

    1 vote

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  11. Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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  12. Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.

    We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.

    1 vote

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  13. For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.

    1 vote

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  14. 1 vote

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  15. Option to subtract the fee from the total, rather than adding it to the price. For example:
    A charge is $1800, but 20% is a management fee, $360. So the product price should read $1440, the fee cost should be $360 and the total should be $1800.

    1 vote

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  16. Option for the recipient to edit the tax column in the quote builder

    1 vote

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  17. Option for the recipient to change the description in the quote builder

    1 vote

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  18. The ability for users to set a fixed amount depending on the total number of items. Example, anything that is above 10 pieces will have a total price of $1000, and so on.

    1 vote

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  19. We sell through resellers and other partners. We would like to provide a larger margin to partners (discount) for year 1 sales versus year 2+. Right now, we add custom columns showing this, but we cannot summarize (automatically) the total contract value over multiple years.

    1 vote

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  20. In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    1 vote

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