We’ve got good news for Salesforce Lighting admins and users. We’ve made it much easier to set up and customize your PandaDoc integration.
We’ve also enabled the ability to have a related document list and start new documents all from the same page. Now you can view your documents and create new docs from templates faster than ever. Fewer steps, faster doc creation, more time for… anything else.
For those of you who want to nerd out on the technical details, the new version 1.45 also has a simplified settings view (with 1 tab instead of 5) and more flexible mapping for both custom and standard objects.
Try the latest Salesforce integration version – now available for download in the Salesforce AppExchange.