Settings and activity
4 results found
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105 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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5 votes
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3 votes
An error occurred while saving the comment 
Katie Russell
supported this idea
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132 votes
Hi,
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.Â
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!
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.
This feature would help sales managers to know when they need to pay closer attention before approving, especially if the document creator hid the discount column.