[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Jeff Hamons commented
This is Moodle's number-one feature request! Changing products and prices is an ongoing process for our deals and this is a huge headache and causes errors!
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Sawyer Lucy commented
It makes no sense that you have a "Refresh Data" and "Import from CRM" button in the Salesforce tab within PandaDoc that doesn't update data that you import from your CRM when creating the document. Please add this functionality.
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Madeline Kalfas commented
This is very important for our team because sometimes Pricing Table variables in Salesforce are updated after the PandaDoc document is created. This limitation causes us to manually update fields in PandaDoc.
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Nathan David commented
It is highly inefficient to have to create multiple documents for the sole purpose of adding/removing an additional product.