Focus: The focus of this document is to provide you steps on how to Integrate Salesforce with PandaDoc.
What does the integration do? The Salesforce integration with PandaDoc will allow you to setup a PandaDoc Add-on in Salesforce to start PandaDoc documents from Opportunities, Leads and Account. Opportunity, Leads and Account information, contacts, product and pricing details all flow into PandaDoc. Documents sent from Opportunity, Leads or Account pages will be linked inside of the Salesforce layout.
Please note: You can use this integration on PandaDoc Business and Enterprise plans.
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.
Part 1: PandaDoc Module installation into Salesforce. In order to use the integration the PandaDoc module must be installed into Salesforce, click here to learn more.
Part 2: Setup and configuration. Next, In order to use the PandaDoc and Salesforce integration, you will also need to setup and configure the applications, click here to learn more.
Part 3: Products and Pricing Table Setup. If you want to automatically add your Salesforce products into your PandaDoc pricing table, please click here for more information.
Part 4: Two-Way Sync and Trigger Setup. If you would like to the setup the ability to sync PandaDoc document statuses back to Salesforce, please click here for more information.
Step 1: Accessing PandaDoc through a Salesforce Object. Under a Salesforce object (Opportunities, Leads, 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.