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1. Sync fields only from Pandadoc to SFDC and not bidirectionally

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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!

   Export PandaDoc field values to Salesforce

   Ana Brandt shared this idea  ·  Feb 27, 2024

2. Fields sync back to Salesforce

   62 votes

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

   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!

   Export PandaDoc field values to Salesforce