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Ideas to Improve PandaDoc: Fillable Fields & Variables

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Calculated Variables in Pricing tables

Ability to add variables in columns that are not just plain text so that they can be multiplied.

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Shannon Morgan shared this idea  ·   ·  Admin →
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Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded  · 

Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

- CPQ: Quote Rules

If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

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  • Marinke commented  · 

    this is absolutely critical for our business - not having this features slows us down

  • Zach Snyder commented  · 

    I have set up fields in my CRM to auto-calculate pricing for each line item, and it would be great if those variables could transfer automatically in the corresponding pricing table price column!

  • heba commented  · 

    On integrating with monday.com, it'll be great to extract variables for formula columns, which isn't available now, to reflect them as the final number/output of a formula.
    It would be super helpful for companies who report calculations from monday.com through PandaDoc.

    Hope to see it in action soon!

  • Brian Mayer commented  · 

    ie. set a "months" variable that can be used anywhere in a pricing table, (such as within an Additional Multiplier column) so that pricing in all tables in a document can be updated with one data point.

  • Brock Martin commented  · 

    Would like to have ability to use variables based on Pricing Table "sections"

    For example, Hardware, software, consumables are all a section on my pricing table. I would like to have the sections tally and then have ability to use tokens to do a summary table based off those totals

  • AdminJoey Patti (Admin, PandaDoc) commented  · 

    have a line item in our pricing table reference an above line item to calculate the cost for that line item?
    Example: Business license on line # 1
    Pull in line # 2 as onboarding for 20% the cost of line item # 1