Settings and activity
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316 votes
An error occurred while saving the comment AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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10 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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6 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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5 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea ·
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6 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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26 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
An error occurred while saving the comment One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.
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7 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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80 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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51 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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37 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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33 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
An error occurred while saving the comment Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.
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2 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea ·
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274 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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8 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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10 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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9 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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15 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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55 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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6 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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2 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
For conditional fields, if Field A is filled in with a certain answer, Field B can automatically be filled. Use case: Customer wants to have a dropdown field where a manager is selected (Field A), then they want their job title to automatically fill in the next field (Field B).