Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
Rachele Galang Ong commented
As per the client: "It seems that PandaDoc docs could be linked only to Salesforce Opportunity: it could be more useful to link docs to their Quote. Is it possible? For now, I have to create the PDF file in PandaDoc and then upload it as Related file. It’s a manual process, er prefer an automatic or a guided one.