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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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2 results found

  1. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    74 votes

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    Beta  ·  11 comments  ·  Documents & Data Management  ·  Admin →
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  2. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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