PandaDoc and SalesforceIQ Integration

Описание к видео PandaDoc and SalesforceIQ Integration

This integration allows you to create, send, and track quotes, proposals, and contracts from within SalesforceIQ. You can start the document creation process from a Contact or Opportunity within SalesforceIQ. All fields within your List and contact details from SalesforceIQ CRM will flow into your documents seamlessly.

Visit our FAQ for more details: https://www.pandadoc.com/faqs/salesfo...

Download the SalesforceIQ Chrome Extension for PandaDoc here: https://chrome.google.com/webstore/de...

Website: https://www.pandadoc.com
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