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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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68 results found

  1. Ability to change prices on product window without clicking the 3 dots option in the right side of quote builder

    Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!

    Add and set up quote builder.

  2. Advanced Quotes: quarterly recurring payments

    ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  3. [Quote Builder]: Column mapping in the quote builder

    The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  4. Ability to copy Pricing table from a completed document.

    Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  5. Option to remove the tiered note/bundle descripton on the Qoute builder

    Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  6. Disable Subtotal on Advanced Quotes

    Delete the subtotals (recurring and one-time) permanently.

    1 vote

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Customize footer

  7. Search for product catalog items by category

    Option to search for product catalog items by category

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://support.pandadoc.com/en/articles/9714691-product-catalog#h_01GFNPZ5NHW6MPF677G4SN1QX7

  8. [Quote Builder] ability to turn off the "Buy X for $Y each" green promotions for the volume-pricing products

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!

    Add and set up quote builder.

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