3 results found

1. 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  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

2. Native CPQ within PandaDoc

   have native CPQ functionality within PandaDoc

   13 votes

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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.

3. Variable questionnaire

   The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields

   1 vote

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   Early Access  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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 via your PandaDoc account. For more information, please click the link below!

   Smart Forms