Oracle Sales Cloud Integration with PandaDoc

Focus:  The focus of this FAQ is to provide steps and information on how set up and use the Oracle Sales Cloud integration with PandaDoc.

What does this Integration do? The primary business value of the integration is to relieve Oracle Sales Cloud users the hassle, pain, and time it takes to input data from their CRM into proposals, quotes, contracts or any other sales collateral. The integration can be used inside of Oracle Sales Cloud, under “Contact”, “ Organization” and “Opportunity”. Additionally, PandaDoc’s document builder allows users to edit, create, and send documents (created from users templates) without ever leaving the CRM . The integration design is a simple “documents list” that is displayed when an Oracle Sales Cloud user visits a contact, account, or opportunity/deal record in addition to being able to create a document using merge fields/tokens from the CRM. The PandaDoc solution is an ideal fit for sales teams, managers, sales enablement, and account managers across many verticals/industries that have a requirement of sending regular sales collateral in the form of proposals, quotes, contracts, etc.

Feature availability: Can be enabled for Enterprise plans. This feature is available in our in Add-on Store. Please go to the “Add-on Store” found on the bottom left of your account to locate and enable. Click here to learn  more about the Add-on Store.

Example use cases:

The Oracle cloud suite (specifically Oracle Sales Cloud) is ripe for enabling users to accomplish three powerful use cases:

  1. Allowing users to see all documents and their statuses from a contact, organization or deal record.
  2. See powerful analytics behind each document (such as page view times, when viewed, when completed).
  3. The ability to not only send documents for e-signature, but also build the collateral right from the contact management system, with merge data (default tokens from the CRM) Pre-populated from the CRM to reduce data entry.

Which versions of Oracle SaaS, Oracle PaaS can be used for this integration?:

Oracle Versions

Integration availability.  As of 11/18/2015, this integration is available by request only.  Please contact us to add this integration in your PandaDoc account.

Step 1-A:  Enable inside of PandaDoc. Once you have requested access for the Oracle integration, login into your PandaDoc account, then go to Settings > Integrations.

Step 1-B: Complete setup inside of PandaDoc. Enter in your CRM Server address and click on “Connect to Oracle Sales Cloud”. Please use https:// in front of your server name.

Step 2-A: Setup configuration on Oracle Sales Cloud Side, application composer.

Access Application Composer from any Sales Cloud application at run time by using the Navigator (top left icon) menu, click on “more”, then Application Composer.

Oracle - Access to application composer
  1. Open “Application Composer”
  2. Click on “Sales” App
  3. Find Opportunities and expand the layout
  4. Open “Actions and Links” page for Opportunity Object.
Oracle Setup - Step 1
  1. Add new Action
Oracle Setup - Step 2
  1. Configure New PandaDoc Section:
Oracle Setup - Step 3
  1. Using field: “Display Label”, give it a name “New PandaDoc”
  2. Using field: “Type”, Make sure type is “Action”
  3. Using field: “Source”, select “URL” as a source
  4. In the Script location, Paste in the following script:

== BEGIN Script==:

def pandadoc_host = ""
def new_doc_url = pandadoc_host + "/integrations/osc/new"
def token = (new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken())
def url = new_doc_url + "?" + "&token=" + token + "&id=" + OptyId
return (url)

==END Script==

5. Click Save to confirm the changes

Step 2-B: Setup configuration on Oracle Sales Cloud Side, adding PandaDoc to Opportunity Page:

  1. Find Opportunity layout and Navigate to Pages:
Oracle Setup - Step 4
  1. Edit “Default Layout” in “Details Page Layouts” Section, click on the pencil icon.
Oracle Setup - Step 5
  1. Edit actions available on Opportunity Page:
Oracle Setup - Step 6
  1. Move “New PandaDoc” to Selection Actions
Oracle Setup - Step 7
  1. Add Documents list
    1. Navigate to “Pages” (See Step 2-B: )
    2. Edit “Default Layout” in “Details Page Layout”, section (See Step 2-B: )
    3. Add new Subtab – Click on “plus” button
Oracle Setup - Step 8
  1. Select “Web Content” on the next page, click “next”
  2. Configure “Documents List” Subtab
Oracle Setup - Step 9
  1. Using field: Display Label, “Give it a name”
  2. Using field: Display Icon, “Select an icon”
  3. In the Script location, Paste in the following script:

== BEGIN Script==:

def pandadoc_host = ""
def doc_list_url = pandadoc_host + "/integrations/osc/details"
def token = (new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken())
def url = doc_list_url + "?" + "&token=" + token + "&id=" + OptyId
return (url)

==END Script==

  1. Click “Next”
  2. On the next page, just click “Save and close” to add the subtab to “Default layout” only.

Step 3: Setup of PandaDoc Templates to be used with Oracle Sales Cloud.  Next, we need to setup our templates and how we want to pull in data from Oracle Sales Cloud.   In the following sections, we will discuss the setup of “Roles” and “Tokens”.

Step 3-A: Use of PandaDoc Roles and templates to import Contact information. With the use of PandaDoc Roles, we can import from Oracle Sales Cloud, the following information: First Name, Last Name, Email Address and Company. Click here for more details about how to use PandaDoc Roles.

Here is an example of Function  in Oracle Sales Cloud that you can must up with your PandaDoc Roles.

Oracle - Role Setup

Roles names must match up in Oracle and PandaDoc to send over the contact information from the Opportunity. In this example, we used “Key Decision Maker”.

Oracle- PD Role setup


Step 3-B: Use of PandaDoc Tokens for templates to pull in data from Oracle Sales Cloud. Here we will discuss PandaDoc Tokens” and how they can be used to import data. Shown as an example, you will see a list of common Oracle Sales Cloud fields and the “PandaDoc Token” next to it. You can add these tokens to your PandaDoc templates. Click here for more details about how to use PandaDoc Tokens.

Here is an example list of the Oracle Sales Cloud default fields and the tokens to be used in your PandaDoc templates.

Possible Oracle Sales Cloud Opportunity Fields (If Completed Token Used to Import Data into PandaDoc Template
Opportunity Name [Opportunity.Name]
Opportunity Primary Organization Name [Opportunity.CompanyName]
Opportunity Email Address [Opportunity.EmailAdress]
Opportunity Description Text [Opportunity.DescriptionText]
Oracle Sales Cloud – Contact Fields PandaDoc Token to Use
Primary contact First Name [PrimaryContactFirstName]
Primary Contact Last Name [PrimaryContactLastName]
Primary Contact Organization name [PrimaryContactOrganizationName]
Primary Contact Party Name [PrimaryContactPartyName]
Primary Contact Email Adress [PrimaryContactEmailAdress]
Primary Contact Formatted Phone Number [PrimaryContactPhoneNumber]

Review tokens that can be used from Oracle Sales Cloud.  Also, in the simply view of the Oracle Sales Cloud Opportunity, you can review all the tokens you can use. Open the opportunity, click on the new PandaDoc icon on the left, then you will see the PandaDoc module. Click on the green “gear” icon on the left and then tokens.

Step 4: Creating a PandaDoc document from Oracles Sales Cloud. Once setup, you can now open the opportunity and you will see your new icon and the ability to create a new document.

Setup - Ops - Oracle -- Opps - example -- Showing PD documents in list - another way

Or from the detailed Opportunity page in Oracle Sales Cloud.

Setup - Ops - Oracle -- Opps - example -- Showing PD documents in list

Have questions? For faster support please:

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  2. Click on the “Help” button next to your profile icon
  3. Choose Submit Help Request option

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