Native Support for Salesforce Product Groups in PandaDoc Documents
Summary:
When using PandaDoc's Salesforce integration, customers are unable to carry over native Salesforce product Groups into their PandaDoc documents. Groups exist at the Salesforce UI level but there is currently no mechanism to pass them through to PandaDoc automatically.
Desired Behavior:
When a document is generated from a Salesforce Opportunity, PandaDoc should automatically recognize and reflect the product Group structure. organizing line items into their respective groups as sections within the document.
1
vote
AdminAnonymous
(Admin, PandaDoc)
shared this idea