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.

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