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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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674 results found

  1. Hide rows in a pricing table

    18 votes

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  2. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    17 votes

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  3. Ability to customize the columns shown in doc/temp/catalog list view

    17 votes

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  4. Being able to use Quote Builder with Transfer Data functionality.

    16 votes

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  5. Ability to import information from Excel to pricing tables

    16 votes

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  6. Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    15 votes

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  7. 15 votes

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  8. 15 votes

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  9. 15 votes

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  10. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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  11. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  12. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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  13. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    14 votes

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  14. Ability to customize formula in a pricing table.

    14 votes

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  15. 14 votes

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  16. 14 votes

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  17. Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    13 votes

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  18. 13 votes

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  19. Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.

    13 votes

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  20. ability to have a check box to make an entire pricing table optional

    13 votes

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