Focus: The focus of this document is to provide you steps on how to Integrate Salesforce with PandaDoc.
Step 1: Accessing PandaDoc through a Salesforce Object. Under a Salesforce object (Opportunities, Leads, Contacts or Accounts), log in into PandaDoc to begin document creation. See screenshot below for to see an example under “Opportunities.” Going forward, you always want to be sure that your are logged into PandaDoc when you want to create a document through Salesforce.
Step 2: Once logged in, click on “New Document” to access your templates to get started.
Step 3: Accessing the template. You can select a recently used template in the window that appears or use the search box to find your existing templates that aren’t listed.
Step 4: Creating a document. Another window will appear and you will see the list of recipients assigned “Contact Roles.” (To learn more about Contact Roles, see (SFDC Part 2 FAQ, Step 1b). You will also have ability to add additional recipients. Once done, select “Start Editing.”
Step 5: Review Tokens. You will be prompted to enter in any unpopulated tokens that were not pulled over in Salesforce. Take the time to add the additional information and review all other tokens.
Step 6: Customizing the document. In this step, you can modify the name and further customize the content of the document prior to sending it out. Click “Send” to send the document to the client.
Step 7: Sending the document. In the window that appears, you can change the “Subject Line” and add an optional message to your recipient. Once done, click on “Send document.”
Step 8: Existing Documents. Once you have created the documents, you will see a list of them for each them in the PandaDoc module. Only the document creator and people designated as a Manager, Admin, or Owner within PandaDoc will be able to view the list of documents via Salesforce. To learn more team roles in PandaDoc, please click here.
You can also view a list of “Completed” documents under the “Notes & Attachments” section under “Opportunities” and “Account.” Here you can also download/view a PDF version of the “Completed” document.
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.