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  1. Stop auto-population of recipients in Salesforce

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Andrew Cammell commented  · 

    We use HubSpot but the issue is the same - all contacts on the deal are being copied in on a contract that is only supposed to go to the signer. The person creating the contract should be asked to select signers and CC recipients, rather than having to manually delete contacts one-by-one.

    Andrew Cammell supported this idea  · 

  2. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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