4 results found
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Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
62 votesHi there! Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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34 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
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The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
24 votes -
Update salesforce opp once the document is completed
Update salesforce opp once the document is completed without Zapier.
6 votes
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