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Pull updated pricing table details from Salesforce to PandaDoc

Pull updated pricing table details from Salesforce to PandaDoc.

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Yana Martynenko shared this idea  ·   ·  Admin →
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  • Anonymous commented  · 

    unable to import data from Salesforce (including pricing table)

  • Aimee Fernandez commented  · 

    Yes - we have users who need to make a change to the products during negotiations. Instead of having to create a new quote, it would be better if they could click "Import from CRM" to update the product table.

  • Roberto Bondavalli commented  · 

    Yes it could happen that you need modify opportunity product and you need to create another document.

  • Vladislav Avsievich commented  · 

    Be able to update products in PandaDoc Pricing table with the opportunity products via clicking the "Refresh Opportunity info" button, which currently updates only SalesForce variables