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Ideas to Improve PandaDoc: Integrations

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Ability to map Salesforce opportunity fileds with pricing table footer

Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer

2 votes

Anonymous shared this idea · Dec 3, 2025 · Admin →

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Jason Kloss commented · December 3, 2025 2:07 PM

We need this to represent properly in PandaDoc so that we can accurately quote and invoice customers

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