Pull updated pricing table details from Salesforce to PandaDoc
Pull updated pricing table details from Salesforce to PandaDoc.
AdminYana Martynenko
(Admin, PandaDoc)
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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Olivia Salvatore-King commented
Depending on how everyone's contract/package is set up with PandaDocs, this can inhibit your document credits due to the fact that you have to generate a new doc every time you have new products or adjusted products on the opp in salesforce. The customer is essentially being penalized for the lacking of integration functionality. This is critical and not nice to have.
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Daniel Lewis commented
This is critical as we scale. Mistakes on contracts can be costly if there are discrepancies between a contract and SFDC, not to mention time lost for reps and revops, and for finance or deal desk to reconcile signed contracts vs. SFDC.
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Gabriel Lawrence
commented
This is a vitally important feature for our sales process.
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Baskar N commented
Not having this feature is making our sales process slower as our sales people have to generate a new document every time there is an update to the pricing table
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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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Update inforrmation in Salesforce based on the changes in the PandaDoc document.
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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
