Native Salesforce Package — Support Total/Bottom-Line Discount Sync to Opportunity Line Items
Currently, the native PandaDoc Salesforce package only captures line-item level discounts when syncing quote data back to Salesforce Opportunity Line Items. When reps apply a total or bottom-line discount (e.g. a reseller discount row added at the bottom of a channel quote), that discount is not captured in the sync — resulting in incorrect amounts on the Opportunity Line Item.
There is also no native normalization between discount types, meaning a dollar-value discount can sync as a percentage (e.g. a $700 discount syncing as 700%), causing further data integrity issues downstream.
Real-world impact:
Affects channel quotes where reseller discounts are applied as a total bottom-line line item
Results in incorrect Opportunity Line Item values in Salesforce
Blocks accurate downstream reporting on discount behavior across the sales team
Forces customers to build custom triggers/parsers in Salesforce to work around the limitation
Complicates invoicing flows when Salesforce is used as the bridge to billing systems (e.g. NetSuite, QuickBooks)
Requested enhancement:
Extend the native sync to capture total/bottom-line discount rows from PandaDoc quotes
Add native normalization so dollar and percentage discounts are correctly interpreted before syncing to Salesforce
Ideally, allow customers to map how total discounts are distributed across line items on the Salesforce side
Workarounds currently in use:
Applying discounts at the line-item level instead (changes rep behavior)
Constraining Discount column to percentage-only formatting
Using middleware (e.g. Soligo) to normalize values pre-sync
Building custom Salesforce triggers to parse PandaDoc document data independently
AdminAnonymous
(Admin, PandaDoc)
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