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 →
   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.

   David Marsh supported this idea  ·  Jan 5, 2022
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   David Marsh commented  ·  Jan 5, 2022  ·  Delete…

   This would definitely help to streamline contracts by allowing the client to choose their price using a calculator.

   I would like to see the client choose the service location, the term of the agreement, the number of widgets, other widget options that would change the product SKU, the description, and their monthly/yearly pricing.

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2. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

   203 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

   David Marsh supported this idea  ·  Sep 23, 2021