Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
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Anonymous commented
unable to import data from Salesforce (including pricing table)
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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.
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Roberto Bondavalli commented
Yes it could happen that you need modify opportunity product and you need to create another document.
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Yana Martynenko commented
Update inforrmation in Salesforce based on the changes in the PandaDoc document.
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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
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Roman Klinetskyi commented
Ability to update the pricing table products when product price(info) changes