Ability to add a custom field column in a Report (such as fields used with integrations)
Ability to add a custom field column in a Report (such as fields used with integrations)
6
votes
Savannah Faulkner
shared this idea
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Samantha Spalding commented
Our account executives don't have a standardized method of labeling their documents, so I can't reliably tell which document belongs to which Opportunity/Bid
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Sara Gonçalves commented
It would be specially important to have a column added in the report area of the integration of Salesforce, not only to see if a proposal in Pandadoc is linked to an Opportunity in Salesforce, but also the name of that Opportunity.