5 results found
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Salesforce true 2 way sync
When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.
132 votesHi,
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
We have more planned for the coming quarters so stay tuned!
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Percentage of total payment (deposit) / partial payment
Using stripe we would like to add 50% payment. In the video it shows this option but i dont seem to have it in the editor?
44 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc. -
Hubspot workflow
Any plans for Hubspot Workflow?
41 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Netsuite
Integration with NetSuite
38 votesHi,
Thank you for taking the time to leave your request. This integration isn't available at the moment. The good news is that we have already started working on this, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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2 way sync Zoho
2 way sync with Zoho CRM
36 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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