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  1. Switch Workspaces in Salesforce

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    4 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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    Laila Villaverde commented  · 

    This feature is absolutely necessary. In our use case as a very large organization, we have created 1 workspace only for admins, where all templates, images and smart contents and potential edits will happen before sharing it to another workspace. We created another workspace for Sales users, and these Sales users with member role are not in the Admin workspace at all, and yet when i have the Admin Workspace open in the Pandadoc app and the Sales user tries to send a document through the iFrame in Salesforce, they see the Admin Workspace. When I, as an admin switch to the Sales User workspace in the app, and the user sends docs from Salesforce iFrame, they see the correct workspace for them.

    Laila Villaverde supported this idea  ·