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
Vladislav Avsievich shared this idea
Beta · AdminValeryia Baranava (Admin, PandaDoc) responded
The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
AdminValeryia Baranava (Admin, PandaDoc) commented
Attach PandaDoc documents to opportunity in Salesforce CPQ as PDFs.