Phoenix - Your AI AssistantSalesforce updates including automations with Panda Doc
- Posted:
- Proposals: 21
- Remote
- #4357813
- OPPORTUNITY
- Awarded
London 
Description
Experience Level: Expert
I am looking for a experienced Salesforce person who also has experience with Panda documents.
we need
-Some manual changes to the current salesforce set up
-possible new automations to help set up
-Tighten Panda docs integration as we have some teething challenges
we need
-Some manual changes to the current salesforce set up
-possible new automations to help set up
-Tighten Panda docs integration as we have some teething challenges
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Log inClarification Board Ask a Question
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Hi Steven,
.
I have worked on multiple Salesforce automation & PandaDoc integrations and would love to assist you. To ensure the best solution for your needs, could you clarify:
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(1) Salesforce Manual Changes – Are these related to workflow rules, validation, or data structure modifications ?
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(2) Automations – Do you need process builder flows, Apex triggers, or external API automation ?
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(3) PandaDoc Integration Issues – Are the issues related to document generation, syncing with Salesforce fields, or e-signatures ?
.
Once I understand the scope better, I can suggest the best approach. Looking forward to your insights!
.
Thanks,
Aditya Maisuriya