Settings and activity

4 results found

1. CPQ calculations: Excel Formulas.

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   677 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Dick Driver supported this idea  ·  Sep 22, 2022

2. Set optional items as required in pricing table (Assign a pricing table to recipient)

   75 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Dick Driver supported this idea  ·  Aug 24, 2022

3. Conditional fields available for Forms

   32 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Conditional Fields are now available in Forms: https://support.pandadoc.com/hc/en-us/articles/7639033670679 

   
   

   Dick Driver supported this idea  ·  Aug 23, 2022

4. Close.io

   79 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Close integration with PandaDoc

   An error occurred while saving the comment
   Dick Driver commented  ·  Jul 12, 2021  ·  Delete…

   Bump

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   Dick Driver commented  ·  Jan 15, 2021  ·  Delete…

   Let's get it done

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   Dick Driver supported this idea  ·  Jan 15, 2021