Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
20
votes
AdminElly San Juan
(Admin, PandaDoc)
shared this idea
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Eric Lamb
commented
Same concept but needed for Dynamics integration. Confusing how you have a dedicated "Suggested" templates section with no admin control. Literally suggesting templates our sales reps SHOULD NOT USE as we are simply testing.
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Alexander Sakhibov commented
Ability to select a default template (limited number of certain templates) in HubSpot.