Settings and activity

4 results found

1. Move documents across workspaces and keep the statuses

   243 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

2. The option to display the total in the pricing table excluding tax/discounts/fees

   135 votes

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   16 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Geoff Meczka supported this idea  ·  Jun 29, 2023

3. Add up multiple pricing tables to create a summary table

   126 votes

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   13 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   In Development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   - Quote Builder

   - Quote data fields

   - Quote 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.

   Geoff Meczka supported this idea  ·  Jun 29, 2023

4. CPQ calculations: Excel Formulas.

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   669 votes

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   67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) 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.

   An error occurred while saving the comment
   Geoff Meczka commented  ·  Jun 29, 2023  ·  Edit…  ·  Delete…

   The current functionality of the Pricing Tables and Advanced Quotes is a big let down. There are far too many limitations.

   The advanced quote tables take up far too much page space when presenting multiple items to a client. What should be a 1-2 page document turns out to be 7 when using advanced quotes.

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   Geoff Meczka supported this idea  ·  Jun 29, 2023