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  1. 85 votes

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    AdminJackie Blum (Admin, PandaDoc) commented  · 

    We would love to be able to pull in information from a picklist in Salesforce into a PandaDoc and then validate/update the information on that picklist in the PandaDoc itself and have that update the picklist back in Salesforce. This is for our internal Customer Success use case and would be able to be used in a few different ways. One way is being able to validate the Teams using PandaDoc.

    AdminJackie Blum (Admin, PandaDoc) supported this idea  · 
  2. 5 votes

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    AdminJackie Blum (Admin, PandaDoc) supported this idea  · 
    AdminJackie Blum (Admin, PandaDoc) shared this idea  · 
  3. 24 votes

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    AdminJackie Blum (Admin, PandaDoc) commented  · 

    Would like more options for frequency of auto-reminders, not just 3 days or 7 days