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  1. 1 vote

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    AdminAnthony Esposito (Account Manager, PandaDoc) shared this idea  · 
  2. 606 votes

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    AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea  · 
  3. 26 votes

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    AdminAnthony Esposito (Account Manager, PandaDoc) commented  · 

    The ability to make a field in a D365 opportunity the person the approval of a proposal would automatically route to within PandaDoc.

    Route the PD approval to whatever contact in D365 is set as a role in an opportunity tied to an account.

    AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea  ·