Let the customer select optional items in pricing tables without assigning a field
I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field
AdminMasha Kisel
(Admin, PandaDoc)
shared this idea
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Ben Axtell
commented
For some reason, if you only have table recipient options in a doc, no other client editable fields, when you create a doc to send these aren't editable / tickable / adjustable - they are just greyed out. The workaround I was told by Panda support, was to add a new fillable field (ie a tick box somewhere). Once added this meant the boxes in the table now functioned again.
Seems very strange that the table based fields don't work standalone and you need to hack around to make them work. It also adds elements in the doc that aren't needed, and have no function - so need to hide these somehow
Just to give a use case, but I'm creating an 'Pricing Estimate' doc - initial start of quotation we want to send to a client, and give them the option of adjusting quantities and turning some lines on/off. It doesn't need signatures or anything else - just the ability to tweak the quote
Very surprised this wasn't already planned, ie as soon as you add a optional box/field in a table - which is very easy and seems core functionality, and expect that it should be ticked/unticked by recipients. You shouldn't then need to add and hide another completely unused field for recipients to make the first ones work.