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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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293 results found

  1. 5 votes

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

    5 votes

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  3. pass category field from ZOHO product into pandadoc pricing table

    5 votes

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  4. Ability to set up a condition which hides empty pricing table columns.

    4 votes

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  5. Ability to pass the recurring payments of SalesForce Products to PandaDoc Quotes.

    4 votes

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  6. Duplicate categories in the catalog

    4 votes

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  7. Set up the default size for the images in the pricing table. Image automatically align in the cell in the pricing table.

    https://pandadoc.zendesk.com/agent/tickets/502063

    4 votes

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  8. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  9. 4 votes

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  10. Edit font family for catalog items Name and Description within Catalog

    4 votes

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  11. Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    4 votes

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  12. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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  13. For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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  14. 4 votes

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  15. configure the pricing table, to show price with discount and extended price column.

    4 votes

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  16. 4 votes

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  17. ability to setup sorting (for example by sky, or price) in the pop-up window when adding items from catalog to a pricing table

    4 votes

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  18. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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  19. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    4 votes

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  20. In Editor 2.0 currently, we are unable to Copy & Paste the Pricing Table in our Agreements. This was a fundamental feature for my position and what I do daily, and the inability to copy and paste the Pricing Table into an email and manually manipulate the data is inconvenient and really slows me down. Snipping tool or a screenshot of is ineffective also because I do have to manipulate the data in the email. I really hope that we are able to resolve this ASAP, as it significantly impacts my day-to-day and was a key feature in the original…

    4 votes

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