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  1. Conditional Logic set up in Pricing tables

    228 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Katie Walker supported this idea  · 

  2. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

    Katie Walker supported this idea  · 
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    Katie Walker commented  · 

    It would be amazing to have this capability in the pricing tables as well

  3. Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

    Katie Walker supported this idea  · 

  4. Volume-based Pricing (formerly Tiered pricing)

    111 votes

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    13 comments  ·  Ideas to Improve PandaDoc  ·  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 “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.

    Have a wonderful day!

    Katie Walker supported this idea  ·