Settings and activity

6 results found

1. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

   18 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Dylan Wilkinson supported this idea  ·  Jun 14, 2023

2. Shared templates are added to the "All templates" folder

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Dylan Wilkinson supported this idea  ·  Jun 13, 2023

3. More connection between workspaces: Design options, themes, settings shared between workspaces

   49 votes

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   On roadmap  ·  9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Dylan Wilkinson supported this idea  ·  Jun 13, 2023

4. categorize shared templates

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Dylan Wilkinson supported this idea  ·  Jun 13, 2023

5. Pricing Table calculations: Excel Formulas.

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   663 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

   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.

   Dylan Wilkinson supported this idea  ·  May 18, 2023

6. Conditional Logic set up in Pricing tables

   224 votes

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

   Hi,

   Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas

   Dylan Wilkinson supported this idea  ·  Mar 29, 2023