Settings and activity
12 results found
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status 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
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
An error occurred while saving the comment 
Naomi Wolfe
supported this idea
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An error occurred while saving the comment Naomi Wolfe
commented
Are we sure this isn't available? This article suggests that it is:
https://support.pandadoc.com/hc/en-us/articles/360022312373-Salesforce-sync-triggers#h_01F0VBM8DE95ZVJG6MJ5X6PTM2It states:
Update Opportunity Products when PandaDoc pricing table is updated
You can have Opportunity Products updated automatically when PandaDoc Pricing table in the document is changed.To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup'. Scroll down to “Document trigger settings”, enable “Update Opportunity products”.
However I cannot get it to work. Anyone got thoughts on this?
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62 votes
Hi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
Naomi Wolfe
supported this idea
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25 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
Naomi Wolfe
supported this idea
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166 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Naomi Wolfe
supported this idea
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3 votes
Valeryia Baranava responded
An error occurred while saving the comment Naomi Wolfe
commented
It really undermines the value of a document numbering system if you cannot use the document number in any way other than it appearing on the document title. I would have thought this was critical to be able to export a list of documents with their sequence numbers.
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20 votesNaomi Wolfe
supported this idea
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192 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Naomi Wolfe
commented
Need to implement this. I wanted to rotate a diagram landscape and couldn't.
Naomi Wolfe
supported this idea
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355 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment Naomi Wolfe
commented
We really need to be able to break/continue numbering across blocks and pages. It is very common for a document to have numbers and they shouldn't have to start at 1 each time (which kind of defeats the point of numbering things).
Naomi Wolfe
supported this idea
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265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.
An error occurred while saving the comment Naomi Wolfe
commented
This is critical.
Naomi Wolfe
supported this idea
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6 votes
Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment Naomi Wolfe
commented
Also interested in this beta.
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5 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Naomi Wolfe
supported this idea
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27 votes
An error occurred while saving the comment Naomi Wolfe
commented
Yes, this is critical. I thought that I just couldn't find the functionality. It's very strange that pandadoc doesn't even seem to give you guidance on alignment like in Canva.
Naomi Wolfe
supported this idea
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Yes, we have optional items, and changing quantities, but we need that product data to pass back to Salesforce when the changes are made. I also don't understand why it suggests that there is two-way sync but I've never been able to get it to work at all.