Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
AdminJenna Tinney
(Admin, PandaDoc)
shared this idea
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario:
- You can use Quotes and write approval rules to use quote variables.
- Please see this link for more info: Conditional Approvals in Quote Builder
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
