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Ideas to Improve PandaDoc: API & Integrations

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Pull updated pricing table details from Salesforce to PandaDoc

Pull updated pricing table details from Salesforce to PandaDoc.

24 votes

Yana Martynenko shared this idea · March 10, 2020 · Admin →

Idea · November 09, 2020

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Yana Martynenko commented · January 31, 2022 08:52

Update inforrmation in Salesforce based on the changes in the PandaDoc document.

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Vladislav Avsievich commented · September 07, 2021 15:32

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 · February 08, 2021 09:31

Ability to update the pricing table products when product price(info) changes

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