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Ideas to Improve PandaDoc: Fillable Fields & Variables

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Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

Option to attached uploaded items on the document to the CRM.

Will include attached item in document when link to CRM.

1 vote

Paul Cedric Guevarra shared this idea · Jun 27, 2022 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · Oct 26, 2022

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Paul Cedric Guevarra commented · June 29, 2022 11:41 AM

Option to pull a link to the document through in to the code.

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