Focus: The focus of this document is to provide you steps on how to Integrate Salesforce with PandaDoc.
What does the integration do? The Salesforce integration with PandaDoc will allow you to setup a PandaDoc Add-on in Salesforce to start PandaDoc documents from Opportunities, Leads and Account. Opportunity, Leads and Account information, contacts, product and pricing details all flow into PandaDoc. Documents sent from Opportunity, Leads or Account pages will be linked inside of the Salesforce layout.
Please note: You can use this integration on PandaDoc Business and Enterprise plans.
Salesforce Notes: In order for this integration to work, you will need Salesforce: “Group”, “Professional”, Your Edition can be found, by logging into your Salesforce Account and use your mouse to hover over the Browser Window tab. Admin rights – In order to install this app in Salesforce you will need to have administrator access to install apps and edit layouts.
If you have Salesforce versions, “”Enterprise”, “Unlimited”, or “Developer edition”. Please use this FAQ set to use the PandaDoc / Salesforce integration.
Installation of PandaDoc/Salesforce Integration
Installing PandaDoc into Salesforce
Step 1: Installation of the PandaDoc Add-on
A. Log into your Salesforce account: https://login.salesforce.com/
B. In the same window of your web browser, open this link to install the PandaDoc Add-On: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tj0000001aShM and download version 1.26.
C. If needed, use the following password: Pandadoc2015, click on “Install for All Users”, then click “Install”.
D. The module will install into Salesforce:
E. Once installed, it will let you know that it has been been completed. Click “Done” to finish the process.
F. Installation complete. Review the PandaDoc package. Here you can uninstall, view components or view dependencies for this application.
Step 2: User Interface (UI) Expansion – Once installed, now we have to do some changes to the Opportunity, Leads and Account sections of Salesforce to show PandaDoc. Shown below, are the steps to have PandaDoc show up within all of your Opportunity records. This setup can be done for Leads an Account sections as well.
A. Edit Layout – Go to any opportunity object and click on “Edit Layout”
B. Add a new Section. A new section must be added to allow PandaDoc to be shown in Opportunities. In the Opportunity Layout options, “Fields” – “Section”. Click and hold down your mouse and them move this down in the Opportunity Layout. Once added, setup the section properties. We advise to give this a name of “PandaDoc Documents” and set the layout to “1-Column”. Please note: The new layout can be added anywhere in the Opportunity Layout. For this help document, we added this to first section of the opportunity layout.
C. Adding the visuals… Back in the Opportunity Layout options, on the left, click on “Visualforce Pages” and then click and hold on “PandaDoc” and add this to your section that you just created.
D. Configuring the visual space. Once the Visual has been added, we recommend that you click on “Properties” on the right and set the “Height (in pixels) to 500. This will give extra space to see the PandaDoc documents.
E. Saving the Opportunity Layout changes. Once done with all the changes, click on “Save” to save the Layout. Wait for the layout to finish saving and now you should have your PandaDoc account show up.
Enabling Salesforce In PandaDoc
Step 3: Enable Salesforce in your PandaDoc account. Once you have installed and setup the Opportunity, Leads or Account layouts, there is one more step to do inside of PandaDoc. Go to Settings > Integrations > Salesforce and click Connect.
Step 4: Login into PandaDoc from Salesforce to begin document creation. As an example, back in Salesforce under Opportunities, you will be presented to connect with PandaDoc.com. Going forward, you always want to be sure that your are logged into PandaDoc when you want to create a document through Salesforce.
Step 5: PandaDoc shown in Salesforce.
For Existing Documents:
Only Owner of the Salesforce Opportunity, lead or account, or Manager or Owner of the Workspace in PandaDoc, will be able to view the documents within Salesforce
General Guide of how Salesforce and PandaDoc work together
A. PandaDoc Documents related to an Opportunity, Lead, Account.
One of the goals of Salesforce and PandaDoc integration is to help you to spend less time looking for documents related to a specific deal, checking their statuses and contact customers if needed.
Every document sent from an Opportunity, Lead or Account page via PandaDoc will be automatically linked to this section. It means you will see it in the PandaDoc Documents list when viewing an Opportunity, Lead or Account.
B. Sending Documents from Salesforce
You can send any type of documents via PandaDoc without leaving Salesforce. Click “New document” button in PandaDoc Documents section and you will see a new document wizard right in Salesforce.
Most of the time you will use a Template that you have created in PandaDoc. Shown below is a list of example templates, in your account, it will show your templates. Click or find the template you want to use.
C. Passing Opportunity, Leads, Account information to PandaDoc
A great thing about PandaDoc Salesforce integration that data from Salesforce can be passed to PandaDoc template when you create documents which helps you to spend less time and automate the whole process.
Salesforce Custom Fields — Salesforce custom fields for Opportunity, Leads or Account can also be used, however, they will need to be added the “default” Fields sets so that the integration will see and use the fields. This is done from Setup > Search for “Field Sets” Find Opportunity, Leads or Account. Next “edit” and then add your custom fields.
What kind of data is passed to a template?
i. Opportunity, Leads or Account information passed to Tokens
ii. Opportunity, Leads or Account information passed to Fields
iii. Contact Roles passed as recipients
iv. Products passed to a pricing table (if enabled on PandaDoc side, show in Step 3 above.)
Let’s look at every option in details.
i. Passing Opportunity, Leads or Account data to Tokens
PandaDoc Salesforce integration automatically recognizes opportunity data and pass this information to tokens in a document template. Just match a token name with an opportunity details item and data will be passed automatically.
“View a list of tokens. Inside of the PandaDoc module, you can click on the “Green Gear” icon, then “Tokens” to see a list of tokens you can use to pull in data content from Salesforce.
Token Review: Click on the button “Review and fill” to go through all your tokens and make sure they are filled out. You can review all data on a Tokens screen and change if needed.
PandaDoc supports only simple types of Opportunity, Leads or Account Details items (like string, number, boolean).
ii. Passing Opportunity, Leads or Account data to Fields
This one is very similar to Tokens. In order to pass any data to fields in a document, you need to match Field title name and Opportunity, Leads or Account Details item.
iii. Passing Contact Roles data
While creating a document, Contact Roles will be used as recipients. PandaDoc matches Contact Roles names and corresponding Roles in a template and automatically assigns right contact to the correct role. If there is no such role in a template, contact will be added to a recipients list.
PandaDoc Role name should be the same as in Contact Roles in a Salesforce Opportunity, Leads or Account page (as shown below). Inside of your PandaDoc Templates. Add a “Role” that is matched up with the Contact Roles in the Salesforce Opportunity. Example shown below, we are using “Decision Maker”
iv. Passing products data to a pricing table in a template
To save even more time and make sure that you have accurate document, PandaDoc can be configured to pick Products from an Opportunity, Leads or Account and add them to a pricing table in a document template.
In order to use this option, please make sure that you have Salesforce integration enabled (Settings -> Integrations -> Salesforce, as shown in Step 3 above). Now, navigate to a template that has a pricing table block, edit it and enable the option “Automatically add products to this table” (as shown below). For more information about the pricing table block, click here.
Now when you create a document from Salesforce and pick this template, Opportunity, Leads or Account products from Products section will be automatically added to Pricing table block.
PandaDoc also offers Pricing Table tokens that you can use to fill out data through out the document. When you add the pricing table to the template, tokens will show up on the right panel and then you can use them throughout the template.
Salesforce Lightning — With the newest version and layout for SFDC. PandaDoc also works in this new layout. Shown below in an opportunity, you need to click on “Details”, scroll down and you will see the PandaDoc module.