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  1. Edit Contact Info of a User in the Workspace

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Martin Stuart commented  · 

    We ran into this issue when one of our employees had a title change from "onboarding manager" to "senior account executive". We weren't able to update the sender.title variable for that user / contact and the PD support team submitted this feature request for us.

    For anyone reading: It's super annoying, but the only workaround right now is to remove your employee's user, edit the contact, then re-add the user.

    Martin Stuart supported this idea  ·