Table of Contents:
Configuration of PandaDoc Module in Salesforce
Step 1a: Log into your Salesforce account: https://login.salesforce.com/
Step 1b: You can easily find our application in SFDC AppExchange or you can use this link https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000DvMrEUAV
Click on “Install for All Users”, then click “Install”.
Step 1c: Select, “Yes, grant access to these third-party web sites” and Click on “Continue.” The module will begin to install in Salesforce. Click on “Done” to complete the process.
Step 1d: Go to any record under “Opportunity” and click on “Edit Layout.”
Step 1e: On the left side under “Build,” expand “Customize” > “Opportunities” and select “Page Layout.” In the “Opportunity Layout” module at top, navigate to “Fields” and find “Sections.”
Step 1f: Click and drag “Sections” to where you want PandaDoc to display in the Opportunity Layout. Once added, setup the section properties. Name this new section “PandaDoc Documents.” Set the layout to “1-Column” and select “OK.”
Step 1g: Go back to the “Opportunity Layout” module above. Find “Visualforce Pages” on the left and drag “PandaDoc” to the previously created section.
Step 1h: Click on “Properties” on the right and set the “Height (in pixels)” to at least 500. The larger the number, the larger the module will appear in Salesforce.
Step 1i: In the “Opportunity Layout” module above, click on “Save.” Wait for the layout to finish saving and now you should have your PandaDoc module show up.
Step 1j: Go to any object under “Opportunities” to see if the module named “PandaDoc Documents” appears.
Note: To use PandaDoc under the objects Leads, Contacts and Accounts, you need to go to a record and repeat Steps 1d to 1j under each object.
Connecting Pandadoc and Salesforce
Step 2a: Inside PandaDoc, go to “Settings” > “Integrations” > Click on “Salesforce.” > Select “Enable Salesforce Integration.”
Step 2b: Click on “Connect PandaDoc to Salesforce” to link PandaDoc account to Salesforce. You may need to log into Salesforce if you haven’t already. Click on “Allow” to authorize PandaDoc access to Salesforce.
If need be, you can also connect to Salesforce Sandbox environment for testing:
Your PandaDoc account is now connected to Salesforce.
Optional Setup for Salesforce Triggers
To setup optional Salesforce Triggers, please continue to Step 2c.
Step 2c : If you want to use Salesforce triggers, copy the API Key under “Step 4: Setup Salesforce – PandaDoc Sync.”
Step 2d: Log into your Salesforce account and click on “+” symbol at the top and then select “PandaDoc Setup.”
Step 2e: In the “Two-way sync from PandaDoc to Salesforce,” paste the token into the “API Key” box and click on “Update.” To learn more about Salesforce triggers and how to use them, please click here.
Adding PandaDoc module to Custom Objects in Salesforce
If you created a “Custom Object” in Salesforce and you want to add the PandaDoc module to it, you will need go through the steps for each Custom Object. (Click here to learn how to create a Custom Object within Salesforce)
Fore more details and steps of how to add PandaDoc to Custom objects in Salesforce, click on this link.