Settings and activity

23 results found

1. CPQ calculations: Excel Formulas.

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   677 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava 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.

   Gibbon Group Rugs supported this idea  ·  Mar 22, 2021

2. Conditional fields

   519 votes

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   45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.

   Have a wonderful day! 

   Gibbon Group Rugs supported this idea  ·  Mar 22, 2021

3. Auto-reminders: customize the text in reminder message

   344 votes

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   40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Gibbon Group Rugs supported this idea  ·  Feb 23, 2021