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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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639 results found

  1. Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    6 votes

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  2. Add hourly billing type to catalog products.

    6 votes

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  3. 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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  4. 6 votes

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  5. Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.

    6 votes

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

    6 votes

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  7. 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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  8. Ability to increase the number of decimals within product catalog

    6 votes

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

    6 votes

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  10. add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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  11. 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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  12. 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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  13. Notification Product Catalog Import

    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. Have 1 quote builder per page then the final page has the summary quote of all of them

    5 votes

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