Settings and activity

4 results found

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.

   Anthony Esposito supported this idea  ·  Jan 9, 2023

2. Conditional approval workflow based on variables

   43 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   An error occurred while saving the comment
   Anthony Esposito commented  ·  Nov 21, 2022  ·  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.

   Save Submitting...
   Anthony Esposito supported this idea  ·  Nov 21, 2022

3. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

   227 votes

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   34 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.

   And hey, if you're on a Business plan and want to give it a try, simply reply to this message.

   Igor, Product Team

   Anthony Esposito supported this idea  ·  Jul 25, 2022

4. SMS Verification for API Created Docs

   32 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   PandaDoc API: Enable Recipient Verification

   Anthony Esposito supported this idea  ·  Jul 19, 2022