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1. Salesforce true 2 way sync

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   25 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  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:

   • 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 comment
   Keith Sutton commented  ·  Sep 22, 2021  ·  Edit…  ·  Delete…

   This is a major turn-off for Sales Reps to have to re-do proposals and price sheets when they run into a pricing change (add/delete) and they have to go back to SFDC to correct. 2-way updates against the opportunity would remove a huge point of friction

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