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Ideas to Improve PandaDoc: CPQ - Quote Builder & Pricing table

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[Quote Builder] Transfer data functionality

Being able to use Quote Builder with Transfer Data functionality.

14 votes

Sonia Serra shared this idea · Feb 1, 2024 · Admin →

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AdminMorgan Roberts (Admin, PandaDoc) commented · April 18, 2023 12:35 PM

Use the "Transfer Data To" feature with the new Advanced Quotes

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Sherwin John Mendoza commented · March 19, 2023 12:03 PM

Have the option to create a workorder from a quote once the document is signed.

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