Settings and activity
3 results found
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status 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
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
An error occurred while saving the comment Jon Lewis supported this idea ·
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27 votes
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60 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Just paid for the automation feature to update products in salesforce, thinking THIS is what that meant... It doesn't... Do not pay for the automation feature for updating products - You still have to manually enter your products before the initial push, and I still haven't been able to get that to push back to salesforce properly. I would happily pay the $39 a month for this full feature if it worked. This is not that.