Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
21
votes
Andrea Liebsch
shared this idea
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Anmari Rivera
commented
We prepare documents and notarize for two separate companies under the same Saleforce platform. We need to be able to switch from one PandaDoc account to another easily (Preferably with the click of a button) in order to draft documents in a fast and convenient way. Otherwise switching manually is adding way to much time to the process and delaying the time the documents get to the client which is crucial when you have them on the phone and they are waiting for them. A lot of time the client will back out if the documents don't get to them quickly.