Settings and activity
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316 votes
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AdminJackie Wiley
(Customer Success Manager, PandaDoc)
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10 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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6 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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5 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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6 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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26 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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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 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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80 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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51 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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37 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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33 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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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 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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274 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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8 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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10 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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9 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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15 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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55 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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6 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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2 votesAdminJackie Wiley
(Customer Success Manager, PandaDoc)
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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).