Focus: The focus of this self-help article is to provide the steps and information necessary to integrate ProsperWorks with PandaDoc.
What does this Integration do? This integration will allow you to create, send, and track quotes, proposals, and contracts from within ProsperWorks. You will be able to start the document creation process from Opportunities, People and Organization objects from ProsperWorks. Opportunity records with all of your custom fields and contact information will flow into your documents seamlessly.
Before you get started, however, please make sure that you have a PandaDoc account (Don’t have one yet? Start 14-day free trial!) and you’ve installed the PandaDoc Chrome extension for ProsperWorks (currently this integration is only available for Chrome browser users).
ProsperWorks plans and access to the API — Please note that this integration will only work on the Professional and Business ProsperWorks plans, as these two plans have access to the API functionality. Please review these plans, here. If you are using the “Basic” plan, you will need to upgrade or contact ProsperWorks Support in order to gain access to the API.
Step 1: Login to your ProsperWorks account and access the PandaDoc panel
To access the PandaDoc panel, open any opportunity, people or organization record. If you see a screen like this, please click “connect” and login to your PandaDoc account.
Once you’re connected, you will see a list of related documents to an opportunity, people or an organization.
Step 2: Setup of PandaDoc Templates to be used with ProsperWorks. Next, we need to setup our templates and how we want to pull in data from ProsperWorks. In the following sections, we will discuss the setup of “Roles” and “Tokens”.
Step 2-A: Use of PandaDoc Roles and templates to import Contact information. With the use of PandaDoc Roles, we can import from ProsperWorks Opportunity object, contact information. The following information: First Name, Last Name, Email Address and Company. Click here for more details about how to use PandaDoc Roles.
Step 2-B: Setup your tokens to pre-populate your documents with opportunity data.
Tokens are very helpful timesavers that will auto-fill information from a opportunity, people or an organization record into a document. Learn more about tokens here.
To view all of the available data that you can push from an opportunity, people or an organization record via tokens to a document, click on the gear icon -> “Tokens” tab.
Let’s say you want to pre-populate your standard proposal template with the following data from a ProsperWorks opportunity. Example, we will use Company Name and Opportunity Name.
To do so, first go to PandaDoc and open your template. Then copy and paste token IDs from the PandaDoc panel within ProsperWorks into your template. The most important thing is to place them into square brackets. This is what differentiates them from regular text.
From now on every document that you create from a deal within ProsperWorks — using this template — will be prefilled with the Company Name and Opportunity Name.
Step 2-B: Example list of tokens that can be used from ProsperWorks:
|ProsperWorks Opportunity Fields||PandaDoc Token to Use|
|ProsperWorks Company Fields||PandaDoc Token to Use|
|Company Email Domain||[company.email_domain]|
|Company Street Adress||[company.address.street]|
|Example of Custom Field for Company (Number of Employees)||[company.number_of_employees]|
|ProsperWorks Contact Fields||PandaDoc Token to Use|
|Contact Street Address||[contact.address.street]|
Step 2-C: Examples of Custom Fields in ProsperWorks and how to use Tokens. You can also send over custom fields that you created in ProsperWorks. Here is an example of the tokens you could use for “Opportunity”, “Contact” and “Company”. Please note that if your Prosperworks custom fields have “Spaces”, the tokens would NOT use spaces
|Examples of Custom Fields in HubSpot CRM||PandaDoc Token to Use|
|Opportunity Custom Fields:|
|Ex: Number of Employees||[opportunity.number_of_employees]|
|Ex: OS Version Used||[contact.os_version]|
|Ex: Number Of Employees||[company.number_of_employees]|
Step 3: Tracking your documents in ProsperWorks. Once you have created a document from the object item in ProsperWorks, you can always revisit the document by accessing it through the PandaDoc module. Example shown below: