salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14
votes
![](https://secure.gravatar.com/avatar/ae17e3960ea526300fd0d9d767a66d89?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
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.