Salesforce, link PandaDocs to a custom Salesforce object
Salesforce link documents to a Custom Object, refresh tokens from the Customer object
Tate Davis
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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AdminYana Martynenko (Admin, PandaDoc) commented
At this point, once the document is created, we show links only to the records of the default objects (Opportunity and Quote). Would be great to show links to the records of custom objects as well.
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Joseph Tenney
commented
This is important as we use the contract object to store signed documents not Opportunities.
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AdminYuliya Valko (Admin, PandaDoc) commented
to be bale to link a created document in PD to more objects in SFDC the same way it works with Opportunity object now.
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Link PandaDoc to other objects in SFDC ( Leads, Contacts, Accounts)