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Ideas to Improve PandaDoc: Integrations

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Pass files from SalesForce files to PandaDoc

Pass files from SalesForce attached files to PandaDoc document as attached files

9 votes

Marina Romanovich shared this idea · Apr 23, 2020 · Admin →

Idea · Nov 9, 2020

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Joe commented · October 2, 2024 4:35 PM

Or as inline document pages...
Pandadoc, its been four years. Any news in this department?

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Marina Romanovich commented · October 28, 2020 6:59 AM

pass files to PandaDoc window from the Opportunity files section like in Conga

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AdminMasha Kisel (Admin, PandaDoc) commented · March 11, 2020 5:01 AM

Incorporate images from SahrinPix plug-in in Salesforce to PandaDoc documents

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