Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot
Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.
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votes
Grace Ann Bacolod
shared this idea
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Greta Huber commented
Agreed! This is especially helpful when trying to get sales staff to adopt the new process of using the workflow instead of reverting to old methods.