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

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   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. 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!

   Update a document with field values from Salesforce

   Tamara Schöningh supported this idea  ·  Jan 19, 2023
   An error occurred while saving the comment
   Tamara Schöningh commented  ·  Jan 19, 2023  ·  Delete…

   We need this functionality to be able to work with the integrated Pandadoc Salesforce functionality. Otherwise there is a lot of manual work and the result is that you don't use it at all

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