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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
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Ideas to Improve PandaDoc

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4 results found

  1. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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  2. 34 votes

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  3. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  4. Update salesforce opp once the document is completed without Zapier.

    6 votes

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