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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Pricing table items pulled from Salesforce should respect the current order in Salesforce, not the order in which items were added

    Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.

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    0 comments  ·  Usability Improvements  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
    2. Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.

    More info can be found here.

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