Settings and activity
12 results found
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127 votes
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.Â
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 
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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47 votes
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
Naomi Wolfe
supported this idea
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15 votesNaomi Wolfe
supported this idea
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87 votes
Hi there! Thank you for submitting this idea –it's 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.
Naomi Wolfe
supported this idea
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2 votes
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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14 votesNaomi Wolfe
supported this idea
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103 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!
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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249 votes
Hi,
Thank you so much for reaching out – that 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 youAn 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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259 votes
An error occurred while saving the comment Naomi Wolfe
commented
This is critical.
Naomi Wolfe
supported this idea
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5 votes
An error occurred while saving the comment Naomi Wolfe
commented
Also interested in this beta.
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5 votesNaomi Wolfe
supported this idea
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13 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.