Stop auto-population of recipients in Salesforce
Ability to disable the auto-populations of recipients in SFDC
Lauren Todt commented
Problem example in the case of a staffing company: a Salesforce record contains both customer and consultant Contact records, but they should NOT be in cc on the PandaDoc contracts sent to the other party.
Diagnosis: when generating a PandaDoc document from a Salesforce record, PandaDoc seems to automatically pull the emails into cc of every Contact record that appears on that Salesforce record - can this step be removed so that cc's are entered manually?