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  1. Set optional items as required in pricing table (Assign a pricing table to recipient)

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    9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.

           - Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
           *Important: Make sure at least one field is assigned to the recipient to interact with the quote.
           - Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
           Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'

    More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

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    AdminBrooke Williams (Customer Support Associate, PandaDoc) commented  · 

    Instead of just having optional pricing table selections, have the ability to make a selection a requirement.

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