Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.
Learn more about these recently released functionalities by clicking on the links below:
- 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
We have more planned for the coming quarters so stay tuned!
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.
AdminEmily Cozzens (Admin, PandaDoc) commented
Ability to use 2 way sync for products in SFDC lightning
AdminTate Davis (Admin, PandaDoc) commented
Enable one-source of truth in Salesforce