Settings and activity
4 results found
-
228 votes
Hi. 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.
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…
Kealan Coleman
supported this idea
·
-
2 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!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, Box, or SharePoint
-
15 votes
Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!
Agreed, we would like to be able to have a pricing table section be visible if there is live data from Salesforce, and to be invisible in the absence of relevant data for that section (i.e. no labour charges would not show a "Labour" section heading with no products and pricing, or a Discount section will appear when there is a corresponding product category sync'd from the Opportunity in Salesforce).
This would help automate the process of having a master template to cover all scenarios with minimal manual editing, purely by populating the products that are actively contained in the pricing table.
Does that make sense? I may have some of the wrong and would love to be corrected (wouldn't it be wonderful if this is possible, and I simply don't know!! ha ha!).