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Ideas to Improve PandaDoc: API, Payments & Integrations

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Salesforce Mobile App Capability

Be able to use the Salesforce integration using mobile apps.

25 votes

AdminSara Rodriguez (Admin, PandaDoc) shared this idea · February 25, 2020 · Admin →

Idea · July 07, 2021

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Anonymous commented · June 06, 2023 12:57

be able to send pandadoc documents using the Salesforce mobile app

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Caleb Meek commented · June 06, 2023 12:45

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 · April 09, 2021 04:17

Integration with Salesforce on the Mobile

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