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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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610 results found

  1. Sum total before discounts while still showing discounts per line item

    Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Save Products From Pricing Table to Catalog

    To have the option to save a product from the pricing table to the catalog for manually added products

    7 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Section auto numbering

    Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  4. price ranges for quotes

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Product catalog to track the items stock

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

    7 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Discount for catalog items (products)

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

    7 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. MS Dynamics / Monday.com: Map products to specific tables or sections

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

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Prorated invoice option (automatic)

    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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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  10. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. More text font size options (right now, only even numbers allowed)

    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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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Smart Content based on Quote Builder

    6 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Dynamically populate data in a pricing table

    6 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Add hourly billing type to catalog products.

    Add hourly billing type to catalog products.

    6 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. [Quote Builder]: Required option for Quote Builder

    Required option for Quote Builder - similar to fillable fields

    6 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).

    6 votes

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    Not Planned  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. [Pricing Table] Section Subtotal Variable or Token

    I would like to have variables for the subtotals of each section of a pricing table.

    6 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  18. Alternative logic for line item discounts in Quote builder

    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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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Ability to increase the number of decimals within product catalog

    Ability to increase the number of decimals within product catalog

    6 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. See document value for specific tag

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

    6 votes

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    4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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