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  1. Switch Workspaces in Salesforce

    34 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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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    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.