Settings and activity
3 results found
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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6 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Katie Russell
supported this idea
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An error occurred while saving the comment -
140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status 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
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
Katie Russell
supported this idea
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An error occurred while saving the comment Katie Russell
commented
Needs to sync more than just the pricing table, although that is a necessary first step. Need to be able to extract information from fields populated by the signer and populate that back into the Salesforce opportunity.
Our company is currently only able to use PandaDoc for our simplest contracts that don't require much customization. We have an entire other group of contracts that we still have to do through email and Word templates because we go through extensive rounds of reviews and customizations involving multiple departments. Having this feature is essential for us to get all of our contracts going through PandaDoc.