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1. Salesforce true 2 way sync

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   25 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   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. 

   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!

   Zachar Kotler supported this idea  ·  Apr 10, 2023
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   Zachar Kotler commented  ·  Apr 10, 2023  ·  Edit…  ·  Delete…

   Field values are already updated back to Salesforce, but deleting/adding rows to the pricing table is not reflected on the Salesforce side.

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