What happens in this FAQ? Within Salesforce, you will setup your custom product fields and configure your PandaDoc pricing table. Once configured, you will be able to pass product information from Opportunities into a pricing table in PandaDoc.
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.
Version 1.39 Notes: Available after 2/13/2018. You will need Salesforce: “Enterprise”, “Unlimited”, or “Developer edition”. You will have all the features available in Version 1.30-1.38 plus:
- Recipient management functionality
- PandaDoc updates as notes in SFDC
- Simple new custom object configuration
- Possibility to remove triggers
- Possibility to send account as a recipient
- PandaDoc clean up functionality
- Short improvements for logging module
- CPQ: discounts and proper sorting
- Sandbox is fully supported
You will need to have Salesforce Admin rights to install the PandaDoc module and configure it.
- Make sure to have the PandaDoc module already installed in Salesforce prior to configuring the integration. If you haven’t installed the module, click here to learn more.
- Have your Pandadoc Template open in one browser and Salesforce open in another. This will help configuring your PandaDoc template to pass data from Salesforce.
Table of Contents
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.
Step 1: Inside Salesforce, add “Products” to your Opportunity. Your products must be setup within Salesforce in order to pass product information to a PandaDoc document. To learn more, click here.
Step 2: Add a pricing table to your “Template.” In the sidebar on the right, make sure you turn “On” “Automatically add products to this table” option. For more details on pricing table features, click here.
Step 3: If you want to use Custom Product Fields in the pricing table, you will need use Steps 3a to Step 3f to map to the pricing table in PandaDoc. To learn more on how to use this in Salesforce, please see here.
Step 3a: Inside Salesforce, click on “Setup” at the top right corner. Click on “Build” > “Customize” > “Products” > “Fields” > “Customize your product fields.”
Step 3b: Here’s a list of your products’ custom fields and relationships. Click on “New” to add a new custom product field. An example custom field is highlighted in the screenshot below called, “Special_Notes_c.”
Step 3c: After adding the custom field, you will now need to add it to the Opportunity Product Field Set. Click on “Setup” at the top right. In the search box on the left, type in “Field Set.” Click on “Field Sets” under “Opportunities Products.”
Step 3d: Click on ‘Edit’ module that appears.
Step 3e: In the module, click on “Product ID” to see a list of your custom product fields on the right. Click and drag the custom product field into the field set below. Repeat for all custom product fields you want to include PandaDoc pricing table. Click “Save” when you are done.
Step 3f: Click on “Products” object at the top and select the product you want edit to add custom product information. In the example below, notice that the custom product field “Special Notes” was added to the product called “GenWatt Diesel 1000kW.” Remember to click on “Save” after adding all custom product field information.
Step 3g: Navigate back to the Custom Product Field Set as outlined in Step 3a.
Configuring PandaDoc pricing table to accept custom product fields from Salesforce
Step 4a: Open your existing PandaDoc Template, find and click on your pricing table block.
Step 4b: Click on “Add column” at the top right of the pricing table block to add a blank column.
Step 4c: Click on the blank column header and add the “Field Label” of the “Custom Product Field” you want in the pricing table.
Step 4d: In the right sidebar, you will see “Column” settings. Check the box “Map column to custom field.”
Step 4e: In the “Custom Field” box, enter in the “Product2.API Name.” For example, “Product2.Special_Notes.c”
Shown below is a screenshot of Step 4a through Step 4e.
Here’s an example of the “Special Notes” a “Custom Product Field” passed from Salesforce into a PandaDoc pricing table.
To learn more on how to set up two-sync and triggers, click here.
If you do not want to setup two-sync or triggers, check out the general guide of how to send documents using this integration, here.