Salesforce true 2 way sync
True two way sync so that anything (variables, pricing table, etc) that is updated in a PandaDoc syncs back to the SFDC record and visa versa
Keith Sutton commented
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
Nigel Mintern commented
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.
Alexander Litvin commented
Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.
Amanda Ingriselli commented
This is essential for the salesforce integration. If opportunity products have to be edited a whole new document has to be created from scratch including all manual etry.
Gabriel Lawrence commented
This is a really important feature that would significantly help our workflow.