Settings and activity
675 results found
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3 votes
Savannah Faulkner supported this idea ·
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5 votes
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2 votes
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13 votes
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17 votes
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2 votes
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10 votes
An error occurred while saving the comment -
4 votes
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Prevent documents from automatically linking to opportunities when they are created from Salesforce.
2 votes -
6 votes
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2 votes
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5 votes
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2 votes
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2 votes
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21 votes
An error occurred while saving the comment Allow customer to choose whether the subject line defaults to FirstName / LastName in their account or the Company Name specified in Payment Details.
- Example: (FirstName LastName sent you Document Name) or (Company Name sent you Document Name) -
9 votes
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2 votes
An error occurred while saving the comment In an ideal world, I'd like the approval to go to a certain person if the ARR of the associated deal is over a certain amount, and not go to that person if it is under a certain amount.
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6 votes
An error occurred while saving the comment If the Venue fields are filled in PandaDoc → we want a Deal checkbox property (e.g., “Venue Details Completed”) to automatically be set to TRUE.
• If the Venue fields are empty → the checkbox should remain FALSE.
• We do NOT want to display this checkbox inside PandaDoc.
• The checkbox should only reflect whether the venue fields were completed in the document. -
2 votes
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2 votes
Design options, like being able to add a colored bar to the very edges of the page