Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
Lena Panfilenko commented
I would like to have a way to take the data collated within the PandaDoc and transfer to Salesforce. I want to create a PandaDoc for our clients to fill out everytime they have a fault with their cameras for example.
The end client will answer some questions on this pandadoc.... fault info, model number, client reference etc.
i would then like these answers to populate into saleforce to create a job for us to resolve