Settings and activity
3 results found
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1 voteAdminAnthony Esposito (Account Manager, PandaDoc) shared this idea ·
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662 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea · -
29 votes
An error occurred while saving the comment AdminAnthony Esposito (Account Manager, PandaDoc) supported this idea ·
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.