PandaDoc + Salesforce
Create PandaDoc documents from updated Salesforce records
Effortlessly generate new documents in PandaDoc whenever a specific field is updated in Salesforce records. This efficient workflow enables you to save time and remain organized, ensuring accurate and up-to-date information across both platforms.
Effortlessly generate new documents in PandaDoc whenever a specific field is updated in Salesforce records. This efficient workflow enables you to save time and remain organized, ensuring accurate and up-to-date information across both platforms.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Document
Create a document from a template.
- Free forever for core features
- 14 day trial for premium features & apps
About PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
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Ads & ConversionAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
