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1. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

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   9 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

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   Stuart McAbery commented  ·  Nov 11, 2022  ·  Edit…  ·  Delete…

   Once a proposal is completed, we need to be able to export the pricing table as an excel sheet so that can be entered into our operations system as a WO

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   Stuart McAbery supported this idea  ·  Nov 11, 2022

2. Pricing Table calculations: Excel Formulas.

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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.

   Stuart McAbery supported this idea  ·  May 27, 2022