← Have an idea? Share it! Settings and activity 1 result found Ability to add a custom field column in a Report (such as fields used with integrations) 6 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 2 comments · Ideas to Improve PandaDoc » Documents & Data Management · Delete… · Admin → How important is this to you? Nice to have You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Sara Gonçalves commented · Jun 25, 2024 · Edit… · Delete… It would be specially important to have a column added in the report area of the integration of Salesforce, not only to see if a proposal in Pandadoc is linked to an Opportunity in Salesforce, but also the name of that Opportunity. Save Submitting... Sara Gonçalves supported this idea · Jun 25, 2024
Sara Gonçalves supported this idea ·
It would be specially important to have a column added in the report area of the integration of Salesforce, not only to see if a proposal in Pandadoc is linked to an Opportunity in Salesforce, but also the name of that Opportunity.