CRM

drafeedie
Contributor

Restrict PandaDoc to Specific Deal stage

We are trying to require sales reps to pass deals through specific stages in order to ensure they capture all required data long the way. In addition, we do not want them to be able to create a sales agreement (via Pandadoc) until the deal has reached the approriate stage. 

 

Is it possible to restrict PandaDoc access on a deal before it's reached a specific stage?

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james-portant
Contributor

Restrict PandaDoc to Specific Deal stage

Hey @drafeedie,

Sorry, I don't have a solution for PandaDoc, but if you can find a solution with PandaDoc and it's super important we can do this with Portant. I know that's not immediately helpful, but just to let you know if you hit a dead end with PandaDoc there are other options (like Portant)

I'm always happy to jump on a call and help you build your ideal workflow: https://calendly.com/james-portant/30-min-meeting
Please let me know if I can help with anything else
Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

 

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