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Ideas to Improve PandaDoc

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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

17 votes

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1 comment · Documents & Data Management · Delete… · Admin →

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Early Access · Valeryia Baranava responded

The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
Native CPQ within PandaDoc

have native CPQ functionality within PandaDoc

14 votes

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0 comments · Documents & Data Management · Delete… · Admin →

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Early Access · AdminAnastasia Koshko (Admin, PandaDoc) responded

Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.

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