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7 results found

  1. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    25 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Sabrina Amerson supported this idea  · 

  2. Salesforce true 2 way sync

    132 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!

    Sabrina Amerson supported this idea  · 
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    Sabrina Amerson commented  · 

    Make it possible for Pandadoc to to pull product information directly from the Salesforce catalogue with full two-way communication. A user should be able to add, remove, and adjust items within Panda and that information should be fully communicated to the products section of that Opportunity.

  3. Sync Pandadoc CPQ with Salesforce Pricebooks

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Catalog  ·  Admin →
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    Sabrina Amerson supported this idea  · 

  4. Pull updated pricing table details from Salesforce to PandaDoc

    75 votes

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    10 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Sabrina Amerson supported this idea  · 

  5. Update salesforce opp once the document is completed

    6 votes

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    Early access  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Sabrina Amerson supported this idea  · 

  6. Fields sync back to Salesforce

    53 votes

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    4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for submitting your idea – this is a great suggestion and we have had other customers asking about this feature as well. We're currently looking into the possibility of developing it. We'll share another update soon! Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Sabrina Amerson supported this idea  · 

  7. Dynamic Content with Salesforce

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Sabrina Amerson supported this idea  ·