Settings and activity
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127 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!
Victor Ng supported this idea ·
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3 votes
Victor Ng shared this idea ·
Yes need this 2-way sync for Opportunity and Account objects