PandaDoc Integration - Selection of "first" contact vs. "right" contact

When creating a proposal (integrated document), the current workflow captures information from the first Contact record attached to the Opportunity.  There are many situations where the first record attached is not the "right" contact to review and eventually sign a sales proposal or contract.

Please make it possible for the selection of the "signer" to determine which information is integrated OR give users the ability to re-order the associated contact records to determine which is "first."

As of now, the only work around is to remove all associated contacts and re-add them after the document is created.

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2 comments
  • Julia,

    We are experiencing the same issue. Have you found a solution for this issue yet?

    Respectfully,

    Christian DeFehr

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  • Christian,

    Unfortunately no, it remains a problem without a solution...at least not one that we've discovered.

    Julia

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