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  1. Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists and is available via API. You can create catalog items with negative price via API, and this items will be reflected and calculated accordingly in Quote Builder. For more information, please follow the link: https://developers.pandadoc.com/reference/create-catalog-item


    To learn about how you can switch to the API plan, please reach out to your Account Manager or to our support team.

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    Chad Boucher commented  · 

    I would like to be able to give a product in the catalog a negative value to use as a discount. This would be especially helpful in the quote builder.

    Chad Boucher supported this idea  · 

  2. When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Chad Boucher shared this idea  · 

  3. 50% deposit option

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Chad Boucher supported this idea  · 

  4. All customer to pay more than requested % of total.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Chad Boucher shared this idea  · 

  5. Balance payment request

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Chad Boucher shared this idea  · 

  6. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    150 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Chad Boucher supported this idea  ·