Fields sync back to Salesforce
The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
Hi,
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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Rob Reynolds commented
Apologies, it does look like this is available.
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@Victoria You stated this is available. However, what you shared ONLY works for "Opportunity Products", and that has existed for some time. We are asking for a sync back for fields on the opportunity itself. And by the comments here, folks are asking for updates to the OPPORTUNITY.
Can you please reopen this?
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automations: update fields in salesforce from PD fields once a doc is completed
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Jonathan Monje commented
The ability to save recipients' document input, and send that information back into the opportunity object, text fields i.e Send info into specific objects in salesforce.
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Jo Howell
commented
This would be really useful! To be able to sync information back into Salesforce other than overriding the Opportunity stage would have so many uses for us.
One example use would be to write back the Document Sequence number to the Opportunity so we can auto-populate the contract information we store in system with this Agreement Number. Then we wouldn't need to do this manually.
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Andrea Hektner
commented
This feature is particularly important for my company, because in our PandaDoc templates, we have several fields that are assigned to the client signer. We currently have an API in place to capture this data that the client provides but maintaining the API is a pain in the butt and a strain on some of our internal resources. It would be better if this capability was native to PandaDoc.
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Scott Haney commented
Hi currently if a person inputs data on a field we may not have a value on that in salesforce, so in those cases we'd want to take what the client inputs.....ex: if they input the PO# or VAT# for invoicing we want that to map to the opportunity so this flows over to other systems for invoices.....otherwise we'd have to copy paste that info back to salesforce - so in a sense selective mapping so the data push from pandadoc > salesforce is one way or bi directional SFDC <> Pandadoc
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Lena Panfilenko
commented
I would like to have a way to take the data collated within the PandaDoc and transfer to Salesforce. I want to create a PandaDoc for our clients to fill out everytime they have a fault with their cameras for example.
The end client will answer some questions on this pandadoc.... fault info, model number, client reference etc.
i would then like these answers to populate into saleforce to create a job for us to resolve
