Settings and activity
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5 votesAdminJackie Blum (Admin, PandaDoc) shared this idea ·
An error occurred while saving the commentAdminJackie Blum (Admin, PandaDoc) commented
Would like more options for frequency of auto-reminders, not just 3 days or 7 days
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.