This is fundamental to the monday.com integration. Your use case on your website for this feature says, and I quote, "Who uses PandaDoc for monday.com?
Sales and account management teams
Using monday.com’s powerful CRM platform, sales and account management teams can view, manage, and track documents, emails, activities, and more, all from a centralized location. "
Most if not all companies sell multiple products and/or services so adding up total costs using the FORMULA column is a no brainer.
Critical feature required! While I wait for this to be announced, I will be looking for other options.
Rob Meyer
supported this idea
·
This is fundamental to the monday.com integration. Your use case on your website for this feature says, and I quote, "Who uses PandaDoc for monday.com?
Sales and account management teams
Using monday.com’s powerful CRM platform, sales and account management teams can view, manage, and track documents, emails, activities, and more, all from a centralized location. "
Most if not all companies sell multiple products and/or services so adding up total costs using the FORMULA column is a no brainer.
Critical feature required! While I wait for this to be announced, I will be looking for other options.