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Ideas to Improve PandaDoc: Integrations

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Pull Salesforce documents under Notes&Attachments into PandaDoc

Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

2 votes

Natallia Skarabahatava shared this idea · Nov 23, 2020 · Admin →

Idea · Jul 7, 2021

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AdminYana Martynenko (Admin, PandaDoc) commented · May 16, 2022 7:31 AM

Link documents created in PandaDoc to default (except opportunity) and custom objects in Salesforce.

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