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Ideas to Improve PandaDoc: Integrations

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the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

7 votes

AdminMarya Maksimchuk (Admin, PandaDoc) shared this idea · Jul 1, 2020 · Admin →

Idea · Jul 7, 2021

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AdminSara Rodriguez (Admin, PandaDoc) commented · November 9, 2020 5:29 PM

the name of the document created from an opportunity in sfdc includes the template name + customer name

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