byondpro
Functional Specifications
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  (c) OpusXenta Pty Ltd, 2020

Sales & Booking Summary

A Document Generation button will be positioned on the Sales & Booking summary. 
 
This will allow the user to select a PandaDoc template and on save, will pass the required document values from byondpro to the Pandadoc template.  It should be possible for "non-authenticated" users to make selections from a list of standard templates.
 
Sales & Booking Summary
1

Generate PandaDoc

 
This action button will initiate the creation of a new PandaDoc document.
 
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Button
This button is visible only to users with PandaDoc Access Rights.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
5. R&D to explore if possible to show the user the filled in document in draft format - as a web screen?  pop-up? 
 
1. This button is visible to users with custom security rights.
Refer PandaDoc Access Rights
 
2. This button will call the PandaDoc API to generate a new document.
 
3. User will be presented with a list of templates for selection, based on entries in the PandaDoc Template Configuration.
3a. Filtered to STATUS = active
3b. Filtered to PD TEMPLATE GUID is not null
 
4. byondpro will pass data to the PD template based on the source Sales & Booking transaction.
(refer also Data Sets)
 
5. User to be presented with the completed template as a draft.
5a. User presented with button to PROCEED -> submit document in PD.
or CANCEL -> return to S&B summary.
N
 
 
 
 
 
 
 
 

The contents of Sales & Booking Summary

Document Library
Data Sets
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