Please enable JavaScript.
Coggle requires JavaScript to display documents.
Pandadoc CPQ - Coggle Diagram
Pandadoc CPQ
Quote
Sections
Product lines
Source +
Pre-configured (in workflow template)
Taken from integration
Taken from form (Item ID)
Taken from form (Product field)
Taken from another quote (previous step)
Taken from doc (?)
Add from catalog
Calculations
Quote data fields +
Short text
Long text
Number
Design +
Columns
Settings
Currency+
Custom products +
Allowed
Not allowed
Create custom products
Edit existing products
Quote recipient options +
Customized selection
Single-section selection
Multiple-section selection
Product type +
Product from catalog +
Volume-based +recurring
Volume-based +one time
Fixed - one time
Fixed - recurring
Custom product
Bundled
Smart forms (NEW:)
Field types
Contact preset
Short text
Long text
Email
Phone
Number
Multiple-choice
Checkboxes
Dropdown
Date
Product
Field settings
Title
Description
Item ID
Checkboxes
Multiple choice
Dropdown
Required/optional
Field name
Conditional forms
Condition triggering field type
Multiple choice
Checkboxes
Dropdown
Actions
Show
Hide
Error handling?
Field elements
Title
Image
Field functionality
Change field type
Set up item ID
Duplicate
Delete
Set up condition
Workflow (template)
Workflow publishing
Error handling
Missing step config
No steps
Mapping steps data
Form > Form
Form > Quote
Form > Doc
Doc > Form
Doc > Doc
Doc > Quote
Int > Form
Int > Quote
Int > Doc
Quote > Doc
Quote > Form
Quote > Quote
Steps
Step types
Form Step
Quote Step
Document Generation Step
Pull data from integration
Number of steps
Configuring mapping between steps
Map button - bulk mapping
Rules
Number of rules +
Single rule
Multiple rules
Rules order +
Rules triggering +
Errors
What rules are triggered
Number of rules triggered
Configuration
When part +
Condition number +
Single condition +
Multiple conditions +
AND +
OR +
Condition on +
Quote data field
Line items
Section +
Quote total
Quote settings +
Currency +
Quote recipient options +
Customized selection
Single-section selection
Multiple-section selection
Lookup table
Then part +
Action +
Add product +
To different sections +
First section
Other sections
To multiple sections
Product type +
Custom product
By SKU
Bundled products
Product number +
Single product
Multiple products
One of products fits the condition (?)
Remove product +
Product number
Single
Multiple
Delete all line items in section
Update quote data field (variable) +
Update product +
Column +
Discount
Term
Quantity
Custom column (text?)
Price
Fee
Tax
Savings
Multiplier
Price per item
Overall total
Number of products +
Specific product
All products in section
All products in quote
Matching to condition product (s)
Product type +
Custom product
Product from catalog
Product bundle
Volume based
Subscription (one time/requrring)
Select/unselect product +
Selection type
Customized selection
Single-item selection
Multiple-item selection
Update section +
Settings
Recipient options
Optional
Selected
Footer
Update quote total +
Update quote settings +
Recipient options
Currency
Delete section +
Formulas +
Formula target
LineItems
Category
Date and Time Functions +
DATE
DATEVALUE
DAY
MONTH
YEAR
WEEKDAY
NOW
TODAY
YEARFRAC
EDATE
DATEDIF
Information functions +
ISBLANK
ISERR
ISERROR
ISEVEN
Logical functions +
AND
FALSE
IF
IFERROR
IFNA
IFS
NOT
OR
SWITCH
TRUE
Math and trigonometry functions +
ABS
CEILING
DECIMAL
EVEN, ODD
FLOOR
INT
POWER
PRODUCT
ROUND, ROUNDDOWN
SUM, SUMIF
TRUNC
Text functions +
TRIM
LOWER, UPPER
VALUE
TEXT
TEXTJOIN
FMTCURR
Error handling +
Broken rule
Error types > highlighted > rules list
Catch request and replace with another response
Code editor (?) +
Parallel work under one rule +
In two tabs
2 persons
Product catalog
Product type
Product
SKU
Pricing
Method
One-time payment
Recurring
Currency
Pricing model
Fixed
Volume-based
Price
Cost
Images
Custom fields
Description
Product bundle
Pricing models
Sum of elements
Custom price
Product types
Custom products
Products from catalog
Creation mode
Manual creation
Import (CSV)
Organizing
Categories
Tags/
Template with quote
Quote number
No quotes
Single quote
Multiple quotes
Quote setup
Empty block
pre-configured quote
Quote design settings
Template type
Regular template
Bundled template
Template with configured integration
Generate document
Action
Create draft
Create & send
Approval
Conditional approval
Skipped
Regular approval
Approval group
Sending config
Link
Email
SMS?
Payment?
Editable document preview
Smart content
Pull data from integration
Integration name
Hubspot
Salesforce
Integration config
Connect
Disconnect
Log in/log out
Change workspace?
Entity type
Deal
Opportunity
Permissions
System roles
Admin
Manager
Member
Collaborator
Custom roles
Workflow run
Source
PD
Hubspot
Salesforce
Workflow copying (via Inside)
Lookup table