[Quote Builder]: Support Quotes on DocX Download
Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Douglas Botchman commented
This functionality is crucial for the success of our team and being able to collaborate effectively with our clients, especially if their legal teams have redlines! Not having this functionality is a huge miss in my book!
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Kevin Au commented
We chose PandaDoc specifically for the flexibility of the new CPQ product released in late 2024. It’s surprising that quotes—a core component of CPQ workflows—are not compatible with the download .docx functionality, which is fundamental to PandaDoc. The explanation that this hasn’t been built into the feature set gives the impression that the feature is incomplete.
Moreover, based on the comments here, it seems this has been a known issue even before CPQ’s release. Like others have mentioned, many of our customers’ legal teams prefer Word exports for redlining. The absence of this functionality creates a significant gap in our CPQ implementation and rollout plans. This may hinder our ability to secure internal buy-in for the new platform, especially when the only explanation we can offer is that “the feature doesn’t work, even though the download button is visible.”
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PortPro who is a valued Enterprise customer of PandaDoc would benefit from this feature. This would help streamline their redlining process for their sales and legal team.
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Truby Gravatt commented
This sounds like a bug, not a feature! This is critical for our legal team.
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Alexia Nielsen commented
Legal teams are old school and prefer to review documents in Word using redlines. It's critical to accommodate this; otherwise, we end up with messy, manual copy-paste situations.
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Tim Callanan commented
Having this will make red lines a lot easier to manage
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Julie King commented
Can’t use Pandadoc without this
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Mike - commented
Many legal teams still prefer to review contracts in .doc/.docx formats. This is critical functionality to be able to generate this via export