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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 1 vote

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  4. Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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  5. I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings

    1 vote

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  6. I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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  7. Add multiple images for each item in Quote Builder at the same time

    1 vote

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  8. 1 vote

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  9. The ability to have multiple decimal points in a price so rather than just having .15 cents you could have .015 or .0015.

    1 vote

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  10. I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.

    Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.

    1 vote

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  11. Add custom field value to the general product list view in Catalog

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Currently it is possible to import only a csv that contains up to 2 decimals in the price column. The feature request is to extend this number of decimals to three

    1 vote

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  15. When adding documents to a pricing table from the product catalog, move 'Categories' sections to the same page as the list of products, not to the separate section, so there's no need to open it each time.

    1 vote

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  16. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Custom roles


    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  17. Increase the number of images per catalog item

    1 vote

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  18. restrict the quantity editing for specific recipients.

    To be able to assign the roles ( specific recipients) who can edit the quantaty
    https://pandadoc.zendesk.com/agent/tickets/444954

    1 vote

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  19. to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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  20. Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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