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1. Salesforce Mobile App Capability

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   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Caleb Meek supported this idea  ·  Jun 6, 2023
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   Caleb Meek commented  ·  Jun 6, 2023  ·  Edit…  ·  Delete…

   I want to be able to create a new PandaDoc service order from the Salesforce opportunity in the mobile app. For example, I would create an opportunity in salesforce, set all the terms, products, pricing, etc, then click a button and it creates a new service order in PandaDocs importing that information from the opportunity. Similar to the workflow today that's only available on desktop.

   Critical item to have as a salesperson on the go.

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