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  1. Salesforce Mobile App Capability

    38 votes

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

    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!

    Caleb Meek supported this idea  · 
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    Caleb Meek commented  · 

    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.