Link document from PandaDoc to Salesforce: search opportunity by ID
Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.
6
votes
AdminPandaKat Olarte
(Customer Success Manager, PandaDoc)
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the screenshot below!
