Salesforce Integration with PandaDoc – Part 4: Two Way Sync

In Salesforce, you can setup 2-way sync using Triggers. Here’s what you can do:  

In PandaDoc setup under Document Trigger Setting, if you don’t see the four triggers as described below, make sure you have the latest Salesforce version.

Update opportunity status when PandaDoc status is updated

You can set up automatic Opportunity status update once PandaDoc status is changed .

To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup. Scroll down to “Document trigger settings”. Enable “Change Opportunity Status Trigger” and click “Setup”.

As of now, you can configure automatic Salesforce Opportunity status update for the following PandaDoc statuses:

  • Document Sent
  • Document Viewed
  • Document Completed
  • Document Draft

Once you map your statuses, click Save.

If you need more status mappings -> please submit an idea on the idea portal or email us at support@pandadoc.com.

Save updates to documents to “Notes and Attachments”

You can save all document updates  as notes under “Notes and Attachments” in Salesforce.

To enable this feature in Salesforce, click on the “+” at the top and then click “PandaDoc Setup.” Scroll down to “Document trigger settings”, enable “Documents Activity Trigger” and click “Setup”.

To finish configuring “Documents Activity Trigger, select the object where PandaDoc module is installed and click “Save”.

The following info is saved to Notes:

  • {PandaDoc user} created a document {Document name}.
  • {PandaDoc user} sent a document {Document name} to {Recipients}.
  • Document {Document name} was viewed.
  • Document {Document name} has been completed.
  • Document {Document name} was signed by {Signer name}.
  • Document {Document name} is waiting for payment.
  • New revision for {Document name} document has been created. (is displayed when document is sent and edited afterwards)
  • Document {Document name} expired.
  • Document {Document name} was paid.

If you want to push more changes to Notes, please submit an idea on the idea portal or email us at support@pandadoc.com.

Save PDF version of PandaDoc to “Attachments”

You can save PandaDoc document PDF as attachment under “Notes and Attachments” section in Salesforce.

To enable this feature in Salesforce, click on the “+” at the top and then click “PandaDoc Setup. Scroll down to “Document trigger settings”, enable “Save PDF version of PandaDoc to Files (new)” and click “Setup”.

Please note, you can refer to https://help.salesforce.com/articleView?id=collab_files_differences.htm&type=5 to learn the difference between files and attachments.

Configure statuses that will trigger a PDF upload.

You can also configure Attachment name format. To do that, copy merge fields/tokens (e.g. [documentName])  suggested in the tooltip on the right and paste them into the “Attachment name format” field.

Please note: [today] stands for today date, [now] stands for today date + time.

Once done – “Save” the configuration.

Update Opportunity Products when PandaDoc pricing table is updated

You can have Opportunity Products updated automatically when PandaDoc Pricing table in the document is changed.

To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup. Scroll down to “Document trigger settings”, enable “Update Opportunity products”.

How the trigger works:

Please note: This trigger works for Editable QTY as well, i.e. when your recipient  is allowed to update product quantity (learn more here, Step 6).

If you have any feedback, please tell us more on our idea portal or email us at support@pandadoc.com.

 

You can also set up your custom trigger, but that requires advanced coding. To see examples of the code that you will need to add, please download this Salesforce Custom Trigger Guide.

 

Troubleshooting 

If a trigger doesn’t work, make sure the API keys generated in PandaDoc and in Salesforce match. Here’s how:

In Salesforce, click on the “+” at the top and then click on “PandaDoc Setup. Scroll down to “Two-way sync from PandaDoc to Salesforce”.

Salesforce integration - PandaDoc Module Access Salesforce integration - PandaDoc Module Access -- Setup 2 Way Sync

Checking API Key in PandaDoc. Make sure the API Key in Salesforce matches the one in PandaDoc (to find go to Settings > Integrations > Salesforce > Step 4).

Next, please click on the this link to go through the steps on how to send documents using this integration.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Click on the “Help” button next to your profile icon
  3. Choose Submit Help Request option

Or feel free to contact us using our public form:

Contact Support