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Ideas to Improve PandaDoc: Documents & Data Management

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Filter documents by products added from catalog

3 votes

Eugene Lazovsky shared this idea · Feb 12, 2020 · Admin →

Idea · Jul 7, 2021

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AdminElly San Juan (Admin, PandaDoc) commented · February 19, 2020 7:07 PM

Document is completed with selected items in Pricing table then customer wants the ability to identify which items in his catalog were sold (based on Pricing table)

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