Focus: The focus of this document is to provide you steps on how to install the PandaDoc module in Salesforce.
What does the integration do?
The Salesforce integration with PandaDoc will allow you to create PandaDoc documents from Opportunities, Leads and Account. You will be able to pull information from Opportunity, Leads and Account information, Salesforce products into a PandaDoc document and setup triggers.
Feature availability: 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.
PandaDoc Plans: In order to use this integration you will need to be on the Business or Enterprise plan.
Version 1.26 Notes: This version will no longer be available after 3/11/2016. This version works with Salesforce “Group”, “Professional”, “Enterprise”, “Unlimited”, or “Developer edition”. This version does not include Triggers. You will need to have Salesforce Admin rights to install the PandaDoc module. Please review this self help guide to install this version.
Version 1.37 Notes: Available after 10/3/2017. You will need Salesforce: “Enterprise”, “Unlimited”, or “Developer edition”. You will have the features available in Version 1.30-1.36 plus couple fixes and possibility to apply changes from PandaDoc. You will need to have Salesforce Admin rights to install the PandaDoc module. If you would like to install this version, please contact Support within PandaDoc by clicking on the green “Help Button” at the bottom right.
Existing Installs: If you have any previous versions installed, please note that once you upgrade you will cannot revert to a previous version.
Table of Contents:
Configuration of PandaDoc Module in Salesforce
Step 1a: Log into your Salesforce account: https://login.salesforce.com/
Step 1b: In the same window of your web browser, open this link in a new tab to install the PandaDoc Add-On: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf1000001iO36 and download version 1.37.
For Sandbox environment, use this install link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tf1000001iO36
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” 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.