Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
AdminDaria Serebriakova
(Product Ops Coordinator, PandaDoc)
shared this idea
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Kayla Pina
commented
We have complex products (vehicles) and need to populate various pieces of data. While users can manually enter information into the description area, both in Salesforce and in PandaDoc, what ends up happening practically is that users only update the description in PandaDoc or not at all. While we could set up 2-way sync for the Description field, it is not efficient for our salespeople to have to manually enter information that is already available on the record. Adding a column is not practical and would make the pricing table more complex than it needs to be. By default, Name and Description can both be inserted under the Name column in the pricing table. Please allow us to include additional fields in the same column, whether that's the default Name column or custom columns.