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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3 results found

  1. Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  2. HubSpot CPQ workflow branching logic
    cases where want to have two different workflows that are basically the same except one is more restrictive than the other depending on maybe what one of the choices is....if this choice use this workflow or like use this branch. If another choice used this branch, there seems to a like a kind of a node set up in terms of how you connect these things in sequence."

    2 votes

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  3. Allow for Versioning to edit HubSpot CPQ workflow
    Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize

    2 votes

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