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Ideas to Improve PandaDoc: Integrations

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[Reporting] Salesforce Activity

Salesforce reporting feature with PandaDoc integration.

7 votes

AdminMichael Bauza (Admin, PandaDoc) shared this idea · Dec 7, 2020 · Admin →

Idea · Jul 7, 2021

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Peter Bullock commented · May 5, 2023 5:11 AM

This is vital to see how many opportunities are being won/lost with Pandadoc, both to make Pandadoc's analytics meaningful, as well as to see where there are gaps in use.

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Moira Lavender commented · July 5, 2022 3:51 PM

Indicate which documents are linked with Salesforce and which are not.

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