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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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293 results found

  1. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  2. Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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  3. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  4. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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  5. Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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  6. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  7. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  8. 6 votes

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  9. if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
    In turn this make the pricing table longer if you have detailed descriptions or explanations.

    In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.

    Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.

    Separate issue - option to set currency to blank if accidently set to one. If you only…

    6 votes

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  10. Option to disable the document value for documents that have no commercial value.
    For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.

    6 votes

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  11. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    6 votes

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  12. Notification Product Catalog Import

    6 votes

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  13. Recover Deleted Catalogue Items

    6 votes

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  14. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    6 votes

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  15. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  16. 6 votes

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  17. 6 votes

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  18. Duplicate price column in a pricing table.

    6 votes

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  19. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    6 votes

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  20. Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 votes

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