Settings and activity
3 results found
-
1 vote
AdminAnthony Esposito (Account Manager, PandaDoc) shared this idea ·
-
638 votes
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
AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea ·
-
28 votes
An error occurred while saving the comment AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea ·
The ability to make a field in a D365 opportunity the person the approval of a proposal would automatically route to within PandaDoc.
Route the PD approval to whatever contact in D365 is set as a role in an opportunity tied to an account.