Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
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SJ Engineering Consultants LLC commented
I perform services and currently manually transfer contract information to invoices with the payment gateway. I have found there is no way to utilize the current features in PandaDoc to perform that workflow (Contract => Invoice) without requiring an external client.
Similarly, Quote/Proposal => Contract => Invoice poses the same problem.
Variables can be made as pass-throughs between templates (which is useful) but are otherwise static items in terms of interface to the payment gateways.
The process adds administrative work to the process and is error prone as volume increases, especially when multiple users are sending out contracts.
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Tanner Green commented
I need to transfer proposal data to invoice
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josh.ditthardt
commented
This! This would be very helpful for my team's workflow and cut down a LOT of the time they spend transferring info from a Quote template to a full agreement.
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Angelica Lapat
commented
ability to transfer images in the pricing table from the original document to the new one