RE: **Important** PandaDoc Issue

From
<eclark@thekey.com>
To
"'Amanda Maldonado'" <amanda.maldonado@thekey.com>, "'Jeannie Ortiz'" <jeannie.ortiz@thekey.com>
CC
"'Audra Williams'" <audraw@thekey.com>, "'Renee Drobek'" <renee.drobek@thekey.com>, "'Panda Doc'" <pandadoc-support@thekey.com>, "'Melissa Reyes'" <melissa.reyes@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>, "'Beth Ann Rosario'" <bethann.rosario@thekey.com>, "'Kimberly Guerci'" <kguerci@thekey.com>, "'Tiffany Silton'" <tsilton@thekey.com>, "'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>
Date
Mon, 4 Nov 2024 18:
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_00D2_01DB2EE9.D48D76A0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_00D3_01DB2EE9.D48D76A0" ------=_NextPart_001_00D3_01DB2EE9.D48D76A0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I=E2=80=99ts my understanding this is also delaying our ability to send = out rate increase letters. Is there another platform we can use, like = Docusign, in the interim? =20 From: Amanda Maldonado =20 Sent: Monday, November 4, 2024 6:45 AM To: Jeannie Ortiz Cc: Audra Williams ; eclark@thekey.com; Renee Drobek = ; Panda Doc ; = Melissa Reyes ; Timothy Thomas = ; Beth Ann Rosario ; Kimberly = Guerci ; Tiffany Silton ; Laszlo = Kovacs Subject: Re: **Important** PandaDoc Issue =20 Hi Jeannie,=20 =20 Thank you for the feedback. PandaDoc is researching the instances where = this has happened when the user reported they had created the document = from Salesforce, which should auto populate the name.=20 =20 Thanks, Amanda Maldonado=20 =20 On Mon, Nov 4, 2024 at 8:37=E2=80=AFAM Jeannie Ortiz = > wrote: =20 Hi Team, =20 This issue is likely to occur if the first and last name fields are left = blank when completing the recipient information in PandaDoc. When these = fields are left empty, PandaDoc defaults to using the email address as = the signature. Although we are not certain this is the case in every = instance, we have found that entering both the first and last names = typically resolves the issue. =20 =20 On Mon, Nov 4, 2024 at 9:15=E2=80=AFAM Audra Williams > wrote: You can use the email handle regionaldirectors@thekey.com = and salesleadership@thekey.com = and those individuals can cascade = down to their teams.=20 =20 Thank you so much! Audra Williams Director, Divisional Operations (425) 757-7027 =09 TheKey.com =09 =09 =20 =20 =20 On Mon, Nov 4, 2024 at 6:13=E2=80=AFAM Audra Williams > wrote: Can we get communication out to the field with an update please? =20 Thank you!! Audra Williams Director, Divisional Operations (425) 757-7027 =09 TheKey.com =09 =09 =20 =20 =20 On Fri, Nov 1, 2024 at 3:21=E2=80=AFPM Amanda Maldonado = > = wrote: Hi Elizabeth,=20 =20 Sorry for the delayed update. PandaDoc is still researching. They have = an idea of what may be causing the issue and are doing some testing. = Unfortunately, they have not provided a work around at this time.=20 =20 Thanks, Amanda Maldonado =20 On Fri, Nov 1, 2024 at 4:55=E2=80=AFPM > wrote: Following up, apologies if I missed an update. Did this get resolved? =20 Elizabeth Clark=20 Director =20 =20 =20 From: Audra Williams >=20 Sent: Wednesday, October 30, 2024 12:58 PM To: Amanda Maldonado > Cc: Renee Drobek >; Panda Doc = >; = Melissa Reyes >; Timothy Thomas >; Beth Ann Rosario >; Kimberly Guerci = >; Tiffany Silton = >; Elizabeth Clark = >; Laszlo Kovacs = >; Jeannie = Ortiz > Subject: Re: **Important** PandaDoc Issue =20 Thanks, Amanda! =20 Do we have a workaround or any suggestions 

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