Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
Andrea Liebsch
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Christopher Ball
commented
Description: Today, the Salesforce Lightning connector only uses the PandaDoc workspace the user is currently logged into, and Related Documents only shows docs created in that workspace. This forces users to switch workspaces in PandaDoc first, then return to Salesforce to create the document, which is disruptive.
Request: Add a workspace dropdown inside the Salesforce Lightning connector so users can pick the PandaDoc workspace before creating a document, and have Related Documents reflect that workspace.
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Lester Gartland
commented
Highly important as we have different teams working on different events. We need people to be able to switch between workspaces quickly when providing cover etc.
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Laila Villaverde commented
This feature is absolutely necessary. In our use case as a very large organization, we have created 1 workspace only for admins, where all templates, images and smart contents and potential edits will happen before sharing it to another workspace. We created another workspace for Sales users, and these Sales users with member role are not in the Admin workspace at all, and yet when i have the Admin Workspace open in the Pandadoc app and the Sales user tries to send a document through the iFrame in Salesforce, they see the Admin Workspace. When I, as an admin switch to the Sales User workspace in the app, and the user sends docs from Salesforce iFrame, they see the correct workspace for them.
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Anastasiya Papina commented
Highly needed feature for large companies and cross functional teams!
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Joseph Tenney
commented
Also would like to add, a way to pass a viable into the component to tell it which workspace its using. so for customers assigned to one account it would open to that work space, but for a customer assigned to another account it would open to that one.
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Anmari Rivera
commented
We prepare documents and notarize for two separate companies under the same Saleforce platform. We need to be able to switch from one PandaDoc account to another easily (Preferably with the click of a button) in order to draft documents in a fast and convenient way. Otherwise switching manually is adding way to much time to the process and delaying the time the documents get to the client which is crucial when you have them on the phone and they are waiting for them. A lot of time the client will back out if the documents don't get to them quickly.