Settings and activity

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1. CPQ calculations: Excel Formulas.

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) 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)

   71 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   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. Close.io

   79 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.

   
   

   This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

   • 👍 Upvote this post (if you haven’t already)
   • 💬 Leave a comment to share your needs
   • 📅 Schedule a quick call with me so we can understand your workflow better

   
   

   No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

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

   Bump

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   Dick Driver commented  ·  Jan 15, 2021  ·  Edit…  ·  Delete…

   Let's get it done

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   Dick Driver supported this idea  ·  Jan 15, 2021