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  1. Pricing Table calculations: Excel Formulas.

    430 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Dharmesh Dayabhai supported this idea  · 

  2. Ability to change the date format for variables

    333 votes

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    On roadmap  ·  26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Dharmesh Dayabhai supported this idea  · 

  3. Variables contain formulas: variable calculations

    92 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Dharmesh Dayabhai supported this idea  · 
    An error occurred while saving the comment
    Dharmesh Dayabhai commented  · 

    It would be good to create the calculated field whereby
    if you have the total value (variable) you can then do a =[Document.Value]*30
    so this could be part of a calculation such as an invoice field.

  4. Automatic calculations in fields

    69 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Dharmesh Dayabhai commented  · 

    The ability to have a calculated field.
    For example - right now, we have to take the document.value field - take that into excel and then create the % breakdown for the payments manually.

    So if a client was to select an option -- then the math would be wrong as we would then have to manually re-create the pricing table.

    A resolution to this would be where we can create a calculated field that allows for [Document.Value] * 0.20
    OR
    [Document.Value] * [PaymentVar.value]

    This would be incredible

    Dharmesh Dayabhai supported this idea  · 

  5. Word Doc as an option to download for the client

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Dharmesh Dayabhai shared this idea  ·