Skip to content
← Have an idea? Share it!

Settings and activity

2 results found

  1. Push Form document to Salesforce

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Joseph Fung commented  · 

    More specifically, a quick solution would be the ability to link to any CRM, by passing the necessary fields for a linked object (i.e. provider, entity type and entity id) as pre-filled data on the form link.

    Joseph Fung supported this idea  · 

  2. Option to add metadata to the forms

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Joseph Fung supported this idea  ·