Settings and activity

7 results found

1. Mass export variables

   19 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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2. CPQ calculations: Excel Formulas.

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   668 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.

   Ken Chew supported this idea  ·  Dec 21, 2022

3. Ability to hide the volume pricing rate card to the recipient

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Ken Chew supported this idea  ·  Dec 21, 2022

4. cc'd recepient function not editable

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Ken Chew supported this idea  ·  Nov 29, 2022

5. If the same user is being a part of multiple approvers groups on a single document, notifications should be sent separately for each group

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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6. Quote builder: ability to restrict adding certain products to certain templates

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. Conditional discount (amount)

   66 votes

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   10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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

   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.

   Ken Chew supported this idea  ·  Nov 2, 2022