Salesforce Mobile App Capability
Be able to use the Salesforce integration using mobile apps.
AdminSara Rodriguez
(Admin, PandaDoc)
shared this idea
The status of this suggestion is currently unchanged. Please check back for updates.
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Adam Rycroft
commented
Hi,
Our staff see many clients in the field. Having this functionality available through the Salesforce app would make their jobs a lot simpler.
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Anonymous commented
be able to send pandadoc documents using the Salesforce mobile app
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Caleb Meek
commented
I want to be able to create a new PandaDoc service order from the Salesforce opportunity in the mobile app. For example, I would create an opportunity in salesforce, set all the terms, products, pricing, etc, then click a button and it creates a new service order in PandaDocs importing that information from the opportunity. Similar to the workflow today that's only available on desktop.
Critical item to have as a salesperson on the go.
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Polina Ismailova
commented
Integration with Salesforce on the Mobile