Settings and activity

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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.

   An error occurred while saving the comment
   Brenda Weaver commented  ·  Feb 23, 2021  ·  Delete…

   Setting up a template for travel and the $ amounts for some items need to be user friendly. User needs to enter the quantity ie for lodging expense. To have them use the quantity for the change is weird - they would be confused.

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   Brenda Weaver supported this idea  ·  Feb 23, 2021

2. Ability to paste tables from Excel or Word right into the PandaDoc document

   92 votes

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   16 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc

   document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc 

   Have a wonderful day!

   Brenda Weaver supported this idea  ·  Feb 15, 2021