• Functionality to Send via Lead

  Support November 4th, 2022 @ 7:31 am
  

  Hi Shoaib,

  Thank you for your patience.

  We just wanted to let you know that PandaDoc templates can now be sent via Leads module. The updated package is available on Suite Store now.

  You can download the updated package and start using this functionality.

  Let us know if there is anything else that we can help you with.

  Regards,

  Team RT Dynamic.

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• Authentication Error

  Support October 25th, 2022 @ 10:03 am
  

  Hi Shaib,

  Thanks for sharing your feedback with us.

  We can schedule a call for anytime Today (25th Oct). Feel free to share your availability with us and we will set up the meeting.

  Regards, Team RT Dynamic

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• Authentication Error

  Support October 12th, 2022 @ 9:39 am
  

  Hi Shoaib,

  Thank you for your patience.

  When you authenticate PandaDoc, you should receive a pop-up message on your screen saying that authentication has been successful. If you already authenticated once, and try it again, you should receive a message saying you're already authenticated. If you are having trouble, Click the reset button next to the authenticate button, and try again. If the issue still persists, we can assist you over a call to see where the issue is.

  Secondly, the current version of the plugin only supports the default fields in the Contract module. The line items are a separate module that appear as related fields in Contracts. As such, currently they cannot be mapped to a PandaDoc template. Can you please let us know your use case, so we can guide you on how PandaDoc can meet your needs? Please feel free to reply to this email.

  We are working on a new release for PandaDoc that will support modules other than Contracts to map fields to a PandaDoc module, which we hope will also meet your needs better. It will be out soon.

  Please feel free to reach out if you have any other queries as well.

  Regards,

  Team RT Dynamic.

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• Authentication Error

  Support October 12th, 2022 @ 6:10 am
  

  Hi Shoaib,

  Thanks for sharing your queries with us.

  Please let us look into them and get back to you.

  Regards,

  Team RT Dynamic.

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• Functionality to Send via Lead

  Support October 5th, 2022 @ 6:18 am
  

  Hi Shoaib,

  Thanks for sharing your query with us.

  The current release that we have does not offer this functionality. However, we are in the process of developing our new release which will enable you to send documents through custom modules.

  We will notify you over email as soon as the new version of RT PandaDoc is released.

  Feel free to let us know if you have any questions.

  Regards,

  Team RT Dynamic.

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• How to switch to theme after installaion

  Support September 8th, 2022 @ 2:42 pm
  

  Peter,

  Here's an update.

  There is no way to toggle between themes at the moment. Once you have adapted to our theme, that will stick. You will have to uninstall our theme and empty cache hard reload to switch back to your default Suite Theme.

  Would be great if you can tell which SuiteCRM version you are using.

  If the version is 8, then theme will not work as SuiteCRM 8 has completely changed their framework and still not providing the extension mechanism on front end to customize themes. Our plugin compatibility is set to 7.12 on the store.

  Let us know if that helps.

  Regards, Team RT Dynamic.

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• How to switch to theme after installaion

  Support September 8th, 2022 @ 2:21 pm
  

  Peter,

  Let us get back to you with an update.

  Regards, Team RT Dynamic.

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• How to switch to theme after installaion

  Support September 8th, 2022 @ 7:26 am
  

  Hi Peter,

  Thanks for showing interest in our Theme.

  Once you have provided the license key, go to Admin-Repair-Quick Repair and Rebuild, and from the same menu Repair JS Grouping Files.

  Once that is done, empty cache and hard reload the browser tab.

  1. Chrome: Right-click the screen - inspect, then right-click the reload button and choose the last option (empty cache and hard reload)

  2. Other browsers: Go to settings, and look for cache/history settings, you should find the option to clear cache there.

  Let us know if that helps.

  Regards, Team RT Dynamic.

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• Remove or Change Login Legend

  Support July 28th, 2022 @ 1:55 pm
  

  Hi There, Thank you for your patience.

  Here's the update on your query.

  You can change the logo by going to custom/themes/SuiteP/images/company_logo.png in your CRM instance directory and replacing company_logo.png with your own file.

  The file name should be the same (company_logo.png).

  Please note that the maximum recommended size for the logo is 300 pixels width and 80 pixels height.

  Feel free to reach out to us if you face any issues.

  Regards, Team RT Dyanamic

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• Remove or Change Login Legend

  Support July 27th, 2022 @ 6:33 pm
  

  Please let us get back to you on your query.

  View Comment
  
  
• calendly pro

  Support June 30th, 2022 @ 12:46 pm
  

  Hi There,

  Thank you for your patience.

  Our plugin can work on all tiers, even basic(free) tier, but the limits of the plan you choose will obviously apply.

  For example, if you want to have multiple event types, then you will need a paid plan, because free plan only allows one event type.

  Let us know if you have any other questions.

  Regards, Team RT Dynamic.

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• calendly pro

  Support June 29th, 2022 @ 4:23 pm
  

  Thanks for sharing your query.

  Please let us get back to you.

  View Comment
  
  
• Not Syncing

  Support September 7th, 2021 @ 3:37 pm
  

  Thanks, Kevin. Please let us get back to you.

  Regards, Team Rolustech

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• The license for RT Wild Berries Theme is not valid or has expired. Please validate at: rt_WildBerries

  Support July 27th, 2021 @ 6:44 am
  

  Hi,

  Thank you for your patience.

  We are in the process of our analysis and to proceed further with the analysis, we will require your SuiteCRM credentials.

  You can share the credentials at our email address: info@rtdynamic.com

  Regards, Team RT Dynamic.

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• The license for RT Wild Berries Theme is not valid or has expired. Please validate at: rt_WildBerries

  Support July 26th, 2021 @ 9:38 am
  

  Hi,

  It would be great if you can let us know which SuiteCRM version are you using.

  Regards, Team RT Dynamic.

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• The license for RT Wild Berries Theme is not valid or has expired. Please validate at: rt_WildBerries

  Support July 26th, 2021 @ 9:37 am
  

  Hi,

  Thanks for sharing your issue with us.

  We are looking into it. Please let us get back to you.

  Regards, Team RT Dynamic.

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• Submodules in detail view are not showing any titles

  Support June 30th, 2021 @ 3:04 pm
  

  Hi,

  Thank you for your patience.

  We have analyzed the issue and can see the subpanel names.

  We will need your CRM credentials to further diagnose this issue. Feel free to share the credentials at info@rtdynamic.com.

  

  Regards, Team RT Dynamic.

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• Submodules in detail view are not showing any titles

  Support June 29th, 2021 @ 1:02 pm
  

  Hi,

  Thanks for reaching out to us!

  Please let us look into this. We will get back to you.

  Regards, Team RT Dynamic.

  View Comment
  
  

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