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1. [Import from CRM][Salesforce] Update pricing table

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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

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   Sawyer Lucy commented  ·  Feb 27, 2024  ·  Delete…

   It makes no sense that you have a "Refresh Data" and "Import from CRM" button in the Salesforce tab within PandaDoc that doesn't update data that you import from your CRM when creating the document. Please add this functionality.

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   Sawyer Lucy supported this idea  ·  Feb 27, 2024