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  1. Stop auto-population of recipients in Salesforce

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Lauren Todt supported this idea  · 
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    Lauren Todt commented  · 

    Problem example in the case of a staffing company: a Salesforce record contains both customer and consultant Contact records, but they should NOT be in cc on the PandaDoc contracts sent to the other party.

    Diagnosis: when generating a PandaDoc document from a Salesforce record, PandaDoc seems to automatically pull the emails into cc of every Contact record that appears on that Salesforce record - can this step be removed so that cc's are entered manually?