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Ideas to Improve PandaDoc: Integrations

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Salesforce: dropdown field sync

Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

2 votes

Anonymous shared this idea · Feb 26, 2024 · Admin →

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Joe commented · February 27, 2024 1:46 AM

Really needed feature!
Same for checkboxes etc.

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