Understanding CPQ Seats in PandaDoc

CPQ Seats are assigned to users who need access to the PandaDoc CPQ add-on capabilities. These seats determine who can utilize advanced CPQ features, including:

Workflow Template vs. Workflow Run

Understanding the difference between a workflow template and a workflow run is essential for effectively using PandaDoc’s workflow feature.

How Rules are Connected to the Quote and How to Build a Rule

Possible filters in WHEN clause

Possible actions in THEN clause

Using this command you are able to update various components of the Quote.

Rule Execution and Triggers Documentation

- Rules ensure consistency across all quote components.

Understanding Rule Execution and the Rule Lister

### Problem Rules may not produce the expected results if they are executed in the wrong order. For instance: - A rule setting the quantity of line items may fail if no line items exist when it executes.

Referencing Quote totals and Data fields (Quote variables)

### Example: Updating a Quote Variable with Grand Total

References to Sections and Line items. Specific reference: [Current item]

### Example: Setting the First Section Total in the Grand Total