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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  ·  January 09, 2023

2. Pricing Table calculations: Excel Formulas.

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

   This suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea  ·  January 09, 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  ·  November 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  ·  November 21, 2022