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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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20 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. 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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  8. 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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  9. 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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  10. Add hyperlinks to products (quote builder and pricing table)

    3 votes

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  11. 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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  12. I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    2 votes

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  13. Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    2 votes

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  14. Pull custom fields into the Quote builder

    2 votes

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  15. Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    2 votes

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  16. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  17. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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  18. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  19. Delete the subtotals (recurring and one-time) permanently.

    1 vote

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  20. 1 vote

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