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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!
An error occurred while saving the commentJon Lewis commented
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.Jon Lewis supported this idea ·
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!