Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17
votes
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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AdminValeryia Baranava (Admin, PandaDoc) commented
Attach PandaDoc documents to opportunity in Salesforce CPQ as PDFs.