Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
AdminRyanne Doumet
(Admin, PandaDoc)
shared this idea
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.
Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.
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Caroline Fornuto
commented
Ability to have a variable in PandaDoc that when filled in/given value, pushes value into Salesforce token (example: contract signed date)
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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.
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AdminAlexander Litvin (Admin, PandaDoc) commented
Allow to pull information to document retroactively (i.e. after creating the document from the template) when assigning emails to roles.
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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.
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Gabriel Lawrence
commented
This is a really important feature that would significantly help our workflow.
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AdminEmily Cozzens
(Admin, PandaDoc)
commented
Ability to use 2 way sync for products in SFDC lightning
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AdminTate Davis
(Admin, PandaDoc)
commented
Enable one-source of truth in Salesforce