Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
Sherwin John Mendoza
shared this idea
-
Haley Esnouf
commented
This is needed asap. When creating and assigning recipients to documents, I need to ensure I select the correct recipient/contact. If these are grouped by internal staff vs clients or intermediaries it would help ensure incorrect recipients are not selected .
-
AdminInes Imo (Admin, PandaDoc) commented
Organizing saved contacts on PandaDoc into different folders will make it easier to differentiate between the added contacts. Being able to distinguish between clients, internal contacts etc.
-
Nancy Rana
commented
It's definitely needed. In order to be able to differentiate between User's data/clients/ partners/vendors/candidates, etc.
-
Larry Schwartz commented
Please consider this improvement ASAP. Thank you!!
-
Kyle Holder commented
This is a huge gaping hole in the system as it stands. I agree with Marc-Andre - we need to be able to assign contacts to a company. We're using PandaDoc for B2B - and right now - PandaDoc really only supports B2C.
Please prioritize this.
-
AdminInna Babii (Admin, PandaDoc) commented
a way to categorise contacts with folders
I want to know which my customers are, employees, outsourcing partners & etc -
Marc-AndrƩ LƩveillƩ commented
Add a new Ā«CompanyĀ» entity so we can group user by company and don't have to replicate company info for each user of that company.
Also have the ability to see offer for that company.
-
option to arrange contacts into groups/categories for bulk sending
-
AdminCorey Purves (Admin, PandaDoc) commented
Have contacts in PandaDoc grouped by a specific group name.