Settings and activity

4 results found

1. 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

   Brett Dixon supported this idea  ·  Mar 15, 2024

2. 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.

   Brett Dixon supported this idea  ·  Mar 15, 2024

3. ability to disable auto-reminders in timeline

   2 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Brett Dixon supported this idea  ·  Mar 15, 2024
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   Brett Dixon commented  ·  Mar 15, 2024  ·  Edit…  ·  Delete…

   Auto reminders in the timeline just drown out EVERYTHING else. We said 1000's of quotes per year, the time line is now completely useless.

   It's like a twitter feed full of auto-reminders now.

   Save Submitting...

4. Multiple Stripe accounts per workspace

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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