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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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(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 · Apr 5, 2023 · Admin →

Idea ·

Lindsey Schocke responded · May 31, 2023

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AdminLindsey Schocke (Admin, PandaDoc) commented · August 16, 2023 4:49 PM

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.

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