Settings and activity

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1. Pricing Table calculations: Excel Formulas.

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   60 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas

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   Ernie de Wal commented  ·  Jun 3, 2023  ·  Edit…  ·  Delete…

   If this is under development there should be the ability to determine the number of columns desired, the headings to be assigned to thee columns AND ensure that this is API accessible.

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   Ernie de Wal supported this idea  ·  Jun 3, 2023

2. Hide columns in pricing table via API

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   1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Ernie de Wal supported this idea  ·  May 16, 2023

3. Reminder customization: Customize the text in reminder message

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   32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Ernie de Wal supported this idea  ·  May 16, 2023

4. Approval Workflow through API

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Ernie de Wal supported this idea  ·  May 16, 2023

5. Add AND conditional approval statements

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   5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Ernie de Wal commented  ·  Apr 1, 2022  ·  Edit…  ·  Delete…

   or an EQUAL would be a very simple modification

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