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 →
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   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.

   Anthony Esposito supported this idea  ·  Jan 9, 2023

2. Conditional approval workflow based on variables

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   40 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Anthony Esposito 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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   Anthony Esposito supported this idea  ·  Nov 21, 2022