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7 results found

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

    20 votes

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

  2. Salesforce true 2 way sync

    93 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    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 » API & Integrations  ·  Admin →
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    Sabrina Amerson supported this idea  · 

  4. Pull updated pricing table details from Salesforce to PandaDoc

    40 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Sabrina Amerson supported this idea  · 

  5. Update salesforce opp once the document is completed

    5 votes

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    Beta  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Sabrina Amerson supported this idea  · 

  6. Fields sync back to Salesforce

    38 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Sabrina Amerson supported this idea  · 

  7. Dynamic Integration with Salesforce

    10 votes

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