Salesforce sync - refresh document data (tokens from contcts, product list, etc)
Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc
Tate Davis
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher.. For more information, please click the link below!
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Tamara Schöningh
commented
We need this functionality to be able to work with the integrated Pandadoc Salesforce functionality. Otherwise there is a lot of manual work and the result is that you don't use it at all
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Matthijs Nagel commented
Critical to reduce administrative tasks
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Kiki Schaap commented
This functionality is critical to add the right effectiveness on our Pandadoc integration with SF.
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Roel van Dick
commented
noodzakelijk tbv automatiseren werkzaamheden. Nu ontzetten veel en handmatig werk. Als er wat wijzigt dan moet op er meerdere stappen en acties gedaan worden om te kunnen wijzigen.