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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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622 results found

  1. Catalog picture upload will have 3x2 ratio to fill the image frame properly

    Catalog picture upload will have 3x2 ratio to fill the image frame properly

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  2. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Ability to show the monthly price in the Quote Builder block if the recurring payment of the products added to the block is not set to...

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Catalogue vs Price books in SFDC

    In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.

    How would we go about doing something similar in PandaDoc?

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Catalog Changes Audit Trail

    I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Optional sections in the pricing table

    Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote
    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Product bundle: SKU

    Option to see the SKU of the bundle products in the bundle itself

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Ability to set both, percentage and flat amount discount for different products within one pricing table column

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Ability to remove the green arrow sign for the volume-based pricing products.

    Ability to remove the green arrow sign for the volume-based pricing products.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Navigate to previous/next product in catalog without returning to list.

    Since recurring pricing cannot be set via catalog import from CSV, it would be helpful, when needing to update a mass of products, to be able to save and move right to the next product to sequentially move through the entire catalog rather than having to click the drop down to Save and Close, then find where you were in the list, then open the next item, make the changes to pricing frequency, and repeat.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Enable quantity option on Template level when data merge is enabled

    Customer wants to enable recipient option on the pricing table for quantity in the template level when data merge is enable

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Dynamic pricing tables: For pricing table 2 to reflect only those products selected by the recipient in the pricing table 1

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. MS word Variable Feature in the pricing table

    • the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Restrict the quote builder to only allow the addition of products with a flat fee

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Transfer data from a pricing table to the quote builder block

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. [Bulk Action] Catalog: Update or change the price for multiple items

    update or change the price in bulk in the catalog

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Highlight a specific row in Pricing table

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Ability to hide specific products within the bundle in the quote builder.

    Ability to hide specific products within the bundle in the quote builder.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Pricing table footer - show lines/borders

    Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. SKU to be included in the item name

    Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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