Sometimes sales rep forget to expire the Pandadoc document once they close lost their opportunity on Salesforce. It would continue to send out reminders to uninterested prospects, so it would sometimes negatively affect the prospect's relationship.
It would be great to automatically expire the linked pandadoc when an opportunity is closed lost.
Kenneth Torio supported this idea ·
Sometimes sales rep forget to expire the Pandadoc document once they close lost their opportunity on Salesforce. It would continue to send out reminders to uninterested prospects, so it would sometimes negatively affect the prospect's relationship.
It would be great to automatically expire the linked pandadoc when an opportunity is closed lost.