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  1. Switch Workspaces in Salesforce

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    6 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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    Christopher Ball commented  · 

    Description: Today, the Salesforce Lightning connector only uses the PandaDoc workspace the user is currently logged into, and Related Documents only shows docs created in that workspace. This forces users to switch workspaces in PandaDoc first, then return to Salesforce to create the document, which is disruptive.

    Request: Add a workspace dropdown inside the Salesforce Lightning connector so users can pick the PandaDoc workspace before creating a document, and have Related Documents reflect that workspace.

    Christopher Ball supported this idea  ·