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1. Pull updated pricing table details from Salesforce to PandaDoc

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   10 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

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   Olivia Salvatore-King commented  ·  May 30, 2023  ·  Delete…

   Depending on how everyone's contract/package is set up with PandaDocs, this can inhibit your document credits due to the fact that you have to generate a new doc every time you have new products or adjusted products on the opp in salesforce. The customer is essentially being penalized for the lacking of integration functionality. This is critical and not nice to have.

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   Olivia Salvatore-King supported this idea  ·  May 30, 2023