2.6
Release date: 17/1/2025
Enhanced Two-Way Sync for Multiple PandaDoc Workspaces
This release introduces the ability to enable two-way sync triggers when connected to multiple PandaDoc workspaces.
With this update, the system now stores multiple workspace access tokens and uses the appropriate token to retrieve document details from the PandaDoc API. This functionality supports tasks such as downloading PDFs, updating opportunity products, and exporting PandaDoc variables to Salesforce. This enhancement resolves the previous limitation where two-way sync only worked for documents created in the most recently connected workspace.
Your existing connections between PandaDoc workspaces and Salesforce will remain intact after the package upgrade, so you can safely install the update at any time. However, to fully leverage two-way sync triggers across multiple connected workspaces, you will need to reconnect all your PandaDoc workspaces to Salesforce after the upgrade. This step ensures proper storage of access tokens for each workspace.
Important: Ensure that your System Administrators have full access to the "PandaDoc Workspace Authorization" object. This access is critical for successfully storing workspace tokens during the integration setup. You can assign the preconfigured "PandaDoc Admin" permission set to System Administrators to grant the necessary access.
Your System Administrators can view masked API tokens along with the workspaces they belong to in the "Advanced Settings" section of the PandaDoc Setup page.
"Document Full Name" field
Added to the "PandaDoc Document" object, this new field stores the full document name for improved clarity and organization. It addresses the limitation of the default "Name" field, which is restricted to 80 characters. This field will automatically be populated on new and existing documents when their status changes.
Preconfigured Permission Sets
Two new permission sets - "PandaDoc User" and "PandaDoc Admin" - are now available.
"PandaDoc User" is designed for users who create documents.
"PandaDoc Admin" is intended for users who manage the Salesforce integration in the PandaDoc workspace, configure mappings, administer the package, and create documents.
Assign these permission sets to Salesforce users to ensure they have the necessary access to PandaDoc package objects.
2.4
Release date: 7/1/2025
The custom setting feature flag for the PandaDoc Workflows component has been removed. The component is now visible by default. Update API versions of all components to 60.0.
2.3
Release date: 12/20/2024
Resolved an issue causing the Configure Tokens page to occasionally enter an infinite loading state for certain objects.
Fixed broken hyperlinks on the PandaDoc Setup page, ensuring they correctly point to the relevant documentation articles.
2.2
Release date: 12/6/2024
Added Document Completion Date support for "Export PandaDoc variables to Salesforce" trigger. Resolved an issue where date fields transferred from Salesforce to PandaDoc appeared as one day earlier for users in negative time zones.
2.1
Release date: 11/28/2024
This release ensures Date and DateTime fields respect Salesforce user timezone settings when sent to PandaDoc, introduces branded icons for Lightning Components in App Builder, and includes minor bug fixes.
2.0
Release date: 11/7/2024
This version introduces the new PandaDoc Workflows component, enabling seamless integration between Salesforce and PandaDoc CPQ. Currently available in early access, this feature is part of the paid PandaDoc CPQ add-on. If you're interested, please contact your Account or Customer Success Manager, or sign up for a demo.
1.97
Release date: 10/17/2024
A new lookup field, "PandaDoc Created By", has been added to the "PandaDoc Document" object. This field will store the Salesforce user who created the document.
1.96
Release date: 10/09/2024
We resolved a bug related to Opportunity Product creation (Update Opportunity Products trigger). Previously, if no products were initially associated with an opportunity and a product was added through the quote builder in the document, the product wasn't properly created in Salesforce. This issue has now been fixed.
1.94
Release date: 10/03/2024
We added support for New PandaDoc Recipient Attributes in Recipient Configuration (Title and Address)
1.91
Release date: 9/25/2024
We fixed the "Export PandaDoc field values to Salesforce" trigger to support documents with many editable fields.
We fixed ERROR: No access to entity: Product2 System.NoAccessException. Now the "Update Opportunity Products" trigger updates only mapped Opportunity Product fields, and skips updates of fields on other objects.
1.86
Release date: 8/28/2024
We fixed the “Missing Organization Feature: Quotes” error upon installation/upgrade to version 1.85.
1.85
Release date: 8/27/2024
We added support for multiple related lists as pricing items (up to 5 relationships).
We introduced a custom pricing item column named “sObjectType”. This column indicates the Salesforce object API name (e.g., OpportunityLineItem) to simplify the creation of merge rules for splitting different objects into separate sections.
1.84
Release date: 8/20/2024
We fixed the issue where Opportunity Product discounts were erased by the Quote Builder's "Update Opportunity Products" trigger.
We fixed the issue where Opportunity Products were deleted by the "Update Opportunity Products" trigger when processing a document without a Pricing Table or Quote Builder.
1.83
Release date: 8/19/2024
We added support for the Work Order object as a source object and the Work Order Line Item as a pricing item.
1.82
Release date: 8/18/2024
We fixed the creation of new opportunity products in Salesforce by the "Update Opportunity Products" trigger when the product description in PandaDoc is longer than 255 characters.
1.81
Release date: 8/12/2024
We added QTY “0” support in the "Update Opportunity Products" trigger.
We added support for multiple products with the same SKU in the “Update Opportunity Products” trigger.
1.79
Release date: 7/24/2024
We fixed the “Document Name” dropdowns in the “Object customization settings” section of the PandaDoc Setup page.
We added a new mode to the "Update Opportunity Products" trigger to sync updates to Opportunity Products when changes in Quote Builder get saved.
We added support for the Line Item Schedule object as a pricing item.
1.78
Release date: 7/18/2024
We added a new trigger, "Update Salesforce fields with PandaDoc variable values," which allows you to map and update Opportunity fields based on document system variables.
We improved the "Link a Document to an Opportunity" capability to support searching by Opportunity ID.
We added a prompt during the package upgrade to automatically add the PandaDoc domain to CSP Trusted Sites.
1.76
Release date: 7/2/2024
We added a new execution mode for the "Update Opportunity Products" trigger: the automation can execute every time the Quote updates while the document is in Draft status.
7/1/2024
We improved the Salesforce template extension: you can refresh the Salesforce variable list within the template by clicking the 'Refresh Variable List' button.
1.75
Release date: 6/14/2024
We fixed an issue that caused the "Save PDF version of PandaDoc to Files" feature to fail to generate PDFs for documents in Draft status.
We fixed an issue that prevented the Opportunity currency from being applied to the document.
5/17/2024
The recipient option enabled in a template for the Quote Builder section is now preserved in the created documents.
1.74
Release date: 5/15/2024
We added a new global constructor of pandadoc.Item class, that can be used in custom JSON builders.
1.73
Release date: 5/10/2024
We introduced a new feature that streamlines the template setup experience through the Salesforce template extension. This enhancement allows direct access to Opportunity and related product variables from within the template.
1.72
Release date: 4/5/2024
Now you can pass the redirect URL value for a document from Salesforce. For this, select one of tokens for each object to serve as a redirect URL on the Configure Tokens page.
If configure a redirect URL in Salesforce, each of the recipients (except CC recipients) of a document created from a template will have this URL preset and will be redirected to it after document completion.
4/5/2024
Documents created from Opportunities now automatically inherit the Opportunity currency.
1.71
Release date: 2/22/2024
You can now control the Update Opportunity Products trigger by status.
1.70
Release date: 2/13/2024
Introducing new features for the 'Update Opportunity Products' trigger:
Exporting product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields).
Adding and removing 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.
See two-way sync for pricing tables in action:
See how two-way sync works for quote builder blocks:
1.67
Release date: 1/19/2024
We've fixed the bug within the ‘Export PandaDoc field values to Salesforce’ trigger. The trigger no longer fails to work if a document contains a Signature field.
1.66
Release date: 1/29/2024
We’ve improved the Import from CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.
Release date: 12/21/2023
You can now export data from Pandadoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed. This export works for any object in Salesforce, including custom objects.
See this improvement in action:
1.63.3
Release date: 9/15/2023
PandaDoc Logs have been extended to track Apex CPU time usage by PandaDoc.
Enable this check in the Salesforce settings: Setup > Custom Settings > PandaDoc Settings > Manage > PANDA_DOC_APEX_CPU_TIME_USAGE = true.
1.63.2
Release date: 9/8/2023
Now, you have more flexibility in downloading logs:
Download logs for a selected period.
Download logs in batches.
1.63
Release date: 8/24/2023
You can now open the PandaDoc Logs tab from the PandaDoc Setup menu.
We have added the Generate PDF button available on the PandaDoc Documents records. With this button, you can manually generate a PDF of a document.
A new VARIABLE_TYPES_SUPPORT parameter substitutes the VARIABLE_USAGE parameter. VARIABLE_USAGE is now deprecated.
1.61
Release date: 6/21/2023
We developed a solution for the Apex CPU time limit exceeded error. If you encounter such error, try this:
Disable the checking of selected tokens whenever PandaDoc runs.
To do this, set the REMOVE_NOT_EXISTED_FIELDS parameter to false in Setup > Custom Settings > PandaDoc Settings > Manage > (if this parameter does not exist, create it). If there are already non-existing fields stored in the tokens, Salesforce throws an error.You can also disable field formatting in PandaDoc (date and currency Salesforce fields).
To do this, set the VARIABLE_USAGE parameter in PandaDoc Settings to false (this parameter is best used only if the first option (REMOVE_NOT_EXISTED_FIELDS) didn't help.