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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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31 results found

  1. Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    48 votes

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  2. want to populate the smart content option based on the products used in the document

    33 votes

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  3. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    27 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system with CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!

    https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options#h_01HGJGXJ5F4WXGZBTE2CWHFGP9

  4. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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  5. change currency in the quote builder

    24 votes

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  6. Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.

    22 votes

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  7. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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    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!

    [Hyperlink]

  8. Add the ability to enable a recipient to select just 1 option within multiple options within a quote section

    7 votes

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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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  9. 2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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  10. We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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  11. Show the description when adding a catalogue item to the pricing table.

    As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"

    4 votes

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  12. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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  13. Add hyperlinks to products (quote builder and pricing table)

    3 votes

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  14. Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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  15. adding Laos (KIP) currency in pricing table

    2 votes

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  16. Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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  17. I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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  18. stack items in 1 horizontal line formation only

    2 votes

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    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/hc/en-us/articles/16969396083607-Quote-builder-block-Design-options#h_01HWZ1BX4TKQ38HZ3VPSS6RDWC]

  19. Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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