Settings and activity
37 results found
-
Tokens/Variables in saved messages / email body or subject
-
New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
122 votesAn error occurred while saving the comment -
-
236 votes
An error occurred while saving the comment AdminAnonymous (Admin, PandaDoc) commented
Sync the name of the organisation in our CRM with the title of the document
An error occurred while saving the comment document title from Pipedrive token
Format the document titles, so it's the Org Name and the Template title
An error occurred while saving the comment Automatically change the document name created from the template
To add an option to rename the document once you click Use this template
-
4 votes
An error occurred while saving the comment add a block of colour to break up the text blocks
-
4 votes
An error occurred while saving the comment notify someone who is not a document owner or participant that the document is completed and/or signed.
to pull out certain fields from the document and notify them that the document was signed, and for example, they signed a X year agreement, the Contact is X and they are in X state.
-
18 votes
An error occurred while saving the comment change the license without deleting a user to give this license to another user
If all licenses are occupied, the only way to change the Standard licence to eSign e.g. is to delete a license to make it available.
https://pandadoc.zendesk.com/agent/tickets/451178 -
85 votes
An error occurred while saving the comment add to contacts a company registration number
-
18 votes
An error occurred while saving the comment bulk upload for content library items
-
8 votes
An error occurred while saving the comment Not to have a required field if the conditional rule is set up
If the conditional set up as no, no field appears
-
6 votes
An error occurred while saving the comment word center justification
-
73 votes
An error occurred while saving the comment Checkboxes are automatically aligned if the text is added or edited
If the checkboxes are added next to the text and then this text is edited, you need manually change the position of the checkbox. It should be done automatically
-
76 votes
An error occurred while saving the comment To upload anchor buttons from PDF file as PandaDoc buttons
For example, the PDF has Return to top button and when it is clicked, the page returns to the page anchored to this button.
-
16 votes
An error occurred while saving the comment set products from higher to lower price in the pricing table populated from HubSpot
-
7 votes
An error occurred while saving the comment german bank transfer
the client wants to set up bank transfer option and they are from German
-
56 votes
An error occurred while saving the comment set up the expiration date with the exact time .
You can pick expire the doc in 2 days and choose the time of the day when it expires
-
181 votes
An error occurred while saving the comment add inline comments to the documents created from uploaded PDF
For now, it is only possible to add inline comments if you add a text block and highlight the word there.
-
98 votes
An error occurred while saving the comment create a variable that automatically calculates the number of days/nights between two dates based on the calendar
to create a calculated field that shows the number of nights between 2 dates
-
2 votes
An error occurred while saving the comment have a multi-year pricing table which has separate total columns for each year
-
465 votes
An error occurred while saving the comment advanced calculations/ cpq - divide by month the price for each product line item in the pricing table
-
23 votes
An error occurred while saving the comment change font color for a pricing table block
If the pricing table has a white color block, the font color will be the one chosen in the document design.
-
2 votes
to add variables to saved messages
https://pandadoc.zendesk.com/agent/tickets/488939