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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. Notification Product Catalog Import

    6 votes

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  4. Recover Deleted Catalogue Items

    6 votes

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  5. 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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  6. 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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  7. 6 votes

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  8. 6 votes

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  9. Duplicate price column in a pricing table.

    6 votes

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  10. 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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  11. 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…

    5 votes

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  12. 5 votes

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  13. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  14. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    5 votes

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    • Will allow the user to be able to change the price that is set in volume pricing
    5 votes

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  15. I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.

    5 votes

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  16. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    5 votes

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  17. 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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  18. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  19. Ability to hide the prices in Pricing Table with a single click, instead of hiding one column at a time.

    5 votes

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