salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14
votes
Thomas Hayes
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.Â
You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.
