Connect two separate CRM accounts to one PandaDoc workspace.
Dual log into one PandaDoc workspace from two separate Pipedrive accounts. Currently can link two separate Pipedrive accounts to two separate workspaces, it would be nice if it could be one workspace.
7
votes
Emily Gould
shared this idea
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Moira Lavender
commented
Attach more than one Salesforce Account to a single PandaDoc account.
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Moira Lavender
commented
We currently have multiple Salesforce instances and need to provide PandaDoc integration to both the main instance and the shared instance.