Set optional items as required in pricing table (Assign a pricing table to recipient)
Make the optional items in pricing table required for the customer to choose.
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
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Craig Yarndley commented
This needs to be set up so that only one item in the pricing table needs to chosen for the "required condition" to be met
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Jaynna Ellis Dela Llana commented
Client: Ability to set reminders or set the pricing table as required so that clients won't miss it.
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Anonymous commented
In the pricing table, have a radio-button feature or ability to select only one of many choices and mark them as required
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Liz Radtke commented
I think the description doesn't communicate this properly, I believe Yana is asking for radio buttons where the person is required to select one of many choices.
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Kaylen Nolen
commented
Would like to ability to assign a pricing table to a recipient so that when they sign, clicking Start doesn't skip over a pricing table with optional items.
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Rachele Galang Ong commented
the ability to resize or enlarge the optional items in the pricing table and have an option to set it to required
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Instead of just having optional pricing table selections, have the ability to make a selection a requirement.
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AdminMichael Bauza (Admin, PandaDoc) commented
Customer would love to have the ability to have options in a table or pricing table be able to be marked as required, similar to how fields are required.
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AdminMike Turke (Admin, PandaDoc) commented
to give recipients option to select pricing table option but one must be picked
