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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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638 results found

  1. 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

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  2. 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

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

    1 vote

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

    1 vote

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  5. 1 vote

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

    1 vote

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  7. 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

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

    1 vote

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  9. 1 vote

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    • the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. update or change the price in bulk in the catalog

    1 vote

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  13. 1 vote

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

    1 vote

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  15. 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

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

    1 vote

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  17. Option to show price per thousand (currently, price per unit is shown)

    1 vote

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  18. Ability to add all catalog products into the pricing table.

    1 vote

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  19. Option to apply discount to the line item tax total

    1 vote

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