(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
10
votes
Michael Angelo Miguel
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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AdminLindsey Schocke (Admin, PandaDoc) commented
Requesting direct Import of Contacts from Salesforce to use when creating documents in PandaDoc.
I would like to sync all contacts over from Salesforce so I can use them to make documents within PandaDoc. This is for customers that don't have an opportunity.