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Ideas to Improve PandaDoc: Integrations

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filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

2 votes

Rachele Galang Ong shared this idea · May 29, 2023 · Admin →

Idea · May 31, 2023

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Rob Reynolds commented · November 7, 2023 1:10 PM

We should not be able to link up and quote off of a closed opportunity in salesforce.

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