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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

Goal: Drive better adoption
Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

1 vote

AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea · May 24, 2022 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · Oct 26, 2022

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