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  1. Pricing Table: Input negative quantity

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Scott Haney supported this idea  · 

  2. Fields sync back to Salesforce

    38 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Scott Haney supported this idea  · 
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    Scott Haney commented  · 

    Hi currently if a person inputs data on a field we may not have a value on that in salesforce, so in those cases we'd want to take what the client inputs.....ex: if they input the PO# or VAT# for invoicing we want that to map to the opportunity so this flows over to other systems for invoices.....otherwise we'd have to copy paste that info back to salesforce - so in a sense selective mapping so the data push from pandadoc > salesforce is one way or bi directional SFDC <> Pandadoc