Auto-name document name to name of template using Salesforce integration

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Phoebe Swinn Yap

• September 12, 2023 23:41

Hi, is there a way to set the name of documents generated via the PandaDoc module in Salesforce to the name of the template used?
Currently, it only allows me to name the document from a field on the Salesforce record.

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  Christopher Ragland

  • September 13, 2023 16:23

  Hello Loam Carbon,

  Thank you for posting your inquiry here in the Forums. 

  I am looking into this for you and will get back to you as soon as possible with an answer. 

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  Christopher Ragland

  • September 14, 2023 15:22

  Hello Loam Carbon,

  Thank you for your patience!

  I have confirmed that this functionality isn't available at the moment. There are two feature requests in our idea portal that have been submitted about this. Please click here to access the request specifically about Salesforce. There is another general request about this here. 

  You can add another vote to the request, add any additional comments you'd like, and subscribe to receive updates regarding the status of the request. 

  Thank you for choosing PandaDoc. 

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