phoenix
phoenixPhoenix - Your AI Assistant
Inactive session will be ended in 24 hours
End Session

Salesforce updates including automations with Panda Doc

  • Posted:
  • Proposals: 21
  • Remote
  • #4357813
  • OPPORTUNITY
  • Awarded
Robison P.Tife P.Sucha S.Raj S.Will B. + 16 others have already sent a proposal.
  • 2

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

New Proposal

Login to your account and send a proposal now to get this project.

Log in

Clarification Board Ask a Question

  • Aditya M.

    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:
    .
    (1) Salesforce Manual Changes – Are these related to workflow rules, validation, or data structure modifications ?
    .
    (2) Automations – Do you need process builder flows, Apex triggers, or external API automation ?
    .
    (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