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1. fractional pricing

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminAnthony Esposito (Account Manager, PandaDoc) shared this idea  ·  Jan 9, 2023

2. Pricing Table calculations: Excel Formulas.

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   67 comments  ·  Ideas to Improve PandaDoc » CPQ - 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

   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.

   AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea  ·  Jan 9, 2023

3. Conditional approval workflow based on variables

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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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   AdminAnthony Esposito (Account Manager, PandaDoc) commented  ·  Nov 21, 2022  ·  Edit…  ·  Delete…

   The ability to make a field in a D365 opportunity the person the approval of a proposal would automatically route to within PandaDoc.

   Route the PD approval to whatever contact in D365 is set as a role in an opportunity tied to an account.

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   AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea  ·  Nov 21, 2022