Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
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.
Yana Martynenko commented
Update inforrmation in Salesforce based on the changes in the PandaDoc 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
Roman Klinetskyi commented
Ability to update the pricing table products when product price(info) changes