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

   48 votes

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   On roadmap  ·  8 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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   647 votes

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   61 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  ·  May 18, 2023

6. Conditional Logic set up in Pricing tables

   220 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