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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!
An error occurred while saving the commentNigel Mintern commented
When working with Salesforce, the ability if you notice something wrong in pricing - you don't have to re-do the whole document, you can just re-sync pricing after making the change.
It really makes it hard if you need to amend something that it only syncs the data once.
It would also make it easier to create an amended version if the client wants amendments.Nigel Mintern supported this idea ·