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  1. Salesforce true 2 way sync

    127 votes

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    25 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

    Victor Ng supported this idea  · 
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    Victor Ng commented  · 

    Yes need this 2-way sync for Opportunity and Account objects

  2. Validation on 'Create Document' button on Salesforce

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Victor Ng shared this idea  ·