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Ideas to Improve PandaDoc: CPQ - Quote Builder & Pricing table

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Refresh Pricing table and Data with MS Dynamics

Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

4 votes

Hiep Nguyen shared this idea · Oct 21, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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Charmyn Marchan commented · January 6, 2022 5:02 PM

Th ability to have an auto-refresh feature in MS Dynamics for Safari users as the list of associated documents does not show right away (works in Chrome) and manual refresh has to be done.

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