Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Integrations

CATEGORIES
All ideas
My feedback
API 237 ideas
Approvals 149 ideas
Automations 195 ideas
CPQ - Quote Builder & Pricing table 606 ideas
Content Editing & Design 750 ideas
Documents & Data Management 765 ideas
Esign & Notary 44 ideas
Fillable Fields & Variables 541 ideas
Forms 183 ideas
Integrations 979 ideas
Integrations - HubSpot 227 ideas
Localization 56 ideas
Mobile 75 ideas
Other 492 ideas
Payments 230 ideas
Recipient Experience 238 ideas
Rooms 51 ideas
Security & Compliance 67 ideas
Settings, Workspaces & User Roles 336 ideas
Sharing & Collaboration 280 ideas
Templates & Libraries 208 ideas
Usability Improvements 169 ideas

Searching…

No results.
Clear search results

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

An error occurred while saving the comment

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.

Submitting...