Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Integrations

CATEGORIES
All ideas
My feedback
API 231 ideas
Approvals 151 ideas
Automations 199 ideas
CPQ - Quote Builder & Pricing table 612 ideas
Content Editing & Design 758 ideas
Documents & Data Management 776 ideas
Esign & Notary 44 ideas
Fillable Fields & Variables 548 ideas
Forms 185 ideas
Integrations 979 ideas
Integrations - HubSpot 229 ideas
Localization 56 ideas
Mobile 76 ideas
Other 500 ideas
Payments 235 ideas
Recipient Experience 242 ideas
Rooms 46 ideas
Security & Compliance 71 ideas
Settings, Workspaces & User Roles 337 ideas
Sharing & Collaboration 284 ideas
Templates & Libraries 219 ideas
Usability Improvements 179 ideas

Searching…

No results.
Clear search results

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

An error occurred while saving the comment

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.

Submitting...