Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
28
votes
Tate Davis
shared this idea
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Joseph Tenney
commented
This is important as we use the contract object to store signed documents not Opportunities.
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AdminYuliya Valko (Admin, PandaDoc) commented
to be bale to link a created document in PD to more objects in SFDC the same way it works with Opportunity object now.
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Link PandaDoc to other objects in SFDC ( Leads, Contacts, Accounts)