Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
2
votes
Charmyn Marchan
shared this idea
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Michael Sproles
commented
this would be very useful as we have a renewal team that is creating documents for renewals, but we have to manually add the sales rep as a collaborator so that they can review or edit the document. In our case the sales rep is identified on the deal in Salesforce so we can pass that info to Pandadocs if allowed.