Re: **Important** PandaDoc Issue

From
Jeannie Ortiz <jeannie.ortiz@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Amanda Maldonado <amanda.maldonado@thekey.com>, eclark@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 09:
Folder
INBOX
--00000000000037195b0626173a15 Content-Type: multipart/alternative; boundary="00000000000037195b0626173a14" --00000000000037195b0626173a14 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, 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. [image: image.png] On Mon, Nov 4, 2024 at 9:15=E2=80=AFAM Audra Williams w= rote: > You can use the email handle regionaldirectors@thekey.com and > salesleadership@thekey.com and those individuals can cascade down to > their teams. > > Thank you so much! > > Audra Williams > Director, Divisional Operations > (425) 757-7027 > TheKey.com > > > [image: TheKey] > > > 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? >> >> Thank you!! >> >> Audra Williams >> Director, Divisional Operations >> (425) 757-7027 >> TheKey.com >> >> >> [image: TheKey] >> >> >> On Fri, Nov 1, 2024 at 3:21=E2=80=AFPM Amanda Maldonado > amanda.maldonado@thekey.com> wrote: >> >>> Hi Elizabeth, >>> >>> 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. >>> >>> Thanks, >>> Amanda Maldonado >>> >>> On Fri, Nov 1, 2024 at 4:55=E2=80=AFPM wrote: >>> >>>> Following up, apologies if I missed an update. Did this get resolved? >>>> >>>> >>>> >>>> Elizabeth Clark >>>> >>>> Director >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> *From:* Audra Williams >>>> *Sent:* Wednesday, October 30, 2024 12:58 PM >>>> *To:* Amanda Maldonado >>>> *Cc:* Renee Drobek ; Panda Doc >>> pandadoc-support@thekey.com>; Melissa Reyes = ; >>>> Timothy Thomas ; Beth Ann Rosario >>> bethann.rosario@thekey.com>; Kimberly Guerci ; >>>> Tiffany Silton ; Elizabeth Clark ; >>>> Laszlo Kovacs ; Jeannie Ortiz >>> jeannie.ortiz@thekey.com> >>>> *Subject:* Re: **Important** PandaDoc Issue >>>> >>>> >>>> >>>> Thanks, Amanda! >>>> >>>> >>>> >>>> Do we have a workaround or any suggestions on what we can do while >>>> waiting for a permanent solution? This is causing a lot of angst. >>>> >>>> >>>> >>>> I also think it would be beneficial to send a communication out to the >>>> RDO's, Chris Reese and Cristal Munoz so that they are aware and can ha= ve >>>> updates on this. Would also be helpful to add in Elizabeth Clark and >>>> Jeannie Ortiz as they have teams auditing this. Happy to help with th= is if >>>> needed. >>>> >>>> >>>> >>>> Thank you! >>>> >>>> >>>> >>>> On Wed, Oct 30, 2024 at 12:50=E2=80=AFPM Amanda Maldonado >>> amanda.maldonado@thekey.com> wrote: >>>> >>>> Hi all, >>>> >>>

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