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  1. Switch Workspaces in Salesforce

    36 votes

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    5 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!

    Lester Gartland supported this idea  · 
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    Lester Gartland commented  · 

    Highly important as we have different teams working on different events. We need people to be able to switch between workspaces quickly when providing cover etc.

  2. Send an email once a document is signed

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Lester Gartland supported this idea  · 
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    Lester Gartland commented  · 

    Once document is completed, send a custom personalised 'thank you' email.