Just paid for the automation feature to update products in salesforce, thinking THIS is what that meant... It doesn't... Do not pay for the automation feature for updating products - You still have to manually enter your products before the initial push, and I still haven't been able to get that to push back to salesforce properly. I would happily pay the $39 a month for this full feature if it worked. This is not that.

Yes, we have optional items, and changing quantities, but we need that product data to pass back to Salesforce when the changes are made. I also don't understand why it suggests that there is two-way sync but I've never been able to get it to work at all.

Field values are already updated back to Salesforce, but deleting/adding rows to the pricing table is not reflected on the Salesforce side.

Are we sure this isn't available? This article suggests that it is:
https://support.pandadoc.com/hc/en-us/articles/360022312373-Salesforce-sync-triggers#h_01F0VBM8DE95ZVJG6MJ5X6PTM2

It states:

Update Opportunity Products when PandaDoc pricing table is updated
You can have Opportunity Products updated automatically when PandaDoc Pricing table in the document is changed.

To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup'. Scroll down to “Document trigger settings”, enable “Update Opportunity products”.

However I cannot get it to work. Anyone got thoughts on this?

I can't tell you how much time this would save me.... HOURS

We would love to be able to pull in information from a picklist in Salesforce into a PandaDoc and then validate/update the information on that picklist in the PandaDoc itself and have that update the picklist back in Salesforce. This is for our internal Customer Success use case and would be able to be used in a few different ways. One way is being able to validate the Teams using PandaDoc.

Needs to sync more than just the pricing table, although that is a necessary first step. Need to be able to extract information from fields populated by the signer and populate that back into the Salesforce opportunity.

Update pricing table in the document wth the changed product items from SF (after the document was created)

put the variable field name in this merge field, can I send data back to SFDC to update once customer completes

Yes need this 2-way sync for Opportunity and Account objects

Make it possible for Pandadoc to to pull product information directly from the Salesforce catalogue with full two-way communication. A user should be able to add, remove, and adjust items within Panda and that information should be fully communicated to the products section of that Opportunity.

When a document is created and the products or discounts are updated within the document for the product or discount to be updated within salesforce.

Having a way to use dynamically the dates from SFDC to PandaDoc would be great (ie: depending on the template, selecting how we want the date to be displayed).

When a recipient chooses a multiple choice option from the pricing table, the choice syncs back to Salesforce.

This is a major turn-off for Sales Reps to have to re-do proposals and price sheets when they run into a pricing change (add/delete) and they have to go back to SFDC to correct. 2-way updates against the opportunity would remove a huge point of friction

Once a proposal is in a "sent" status the products will be automatically updated in salesforce

update products in pandadoc document when theyre changed/updated in salesforce

when an editable qty is not selected or set to 0 it should reflect as 0 qty in salesforce products

Ability to have a variable in PandaDoc that when filled in/given value, pushes value into Salesforce token (example: contract signed date)

When working with Salesforce, the ability if you notice something wrong in pricing - you don't have to re-do the whole document, you can just re-sync pricing after making the change.

It really makes it hard if you need to amend something that it only syncs the data once.

It would also make it easier to create an amended version if the client wants amendments.