Settings and activity

  1. 316 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    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).

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  2. 10 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  3. 6 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  4. 5 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  5. 6 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  6. 26 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    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.

  7. 7 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  8. 80 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  9. 51 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  10. 37 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  11. 33 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    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.

  12. 2 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  13. 274 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  14. 8 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  15. 10 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  16. 9 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  17. 15 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  18. 55 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  19. 6 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  20. 2 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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