Focus: The focus of this document is to provide steps and information for the Quote Roller integration with PandaDoc.
What does this integration do? This integration will allow you to import your contacts from Quote Roller to your PandaDoc account in order to send out documents. This will also continue to import contacts from Quote Roller to PandaDoc, every eight hours.
Please note: This integration will sync 4 “four” fields from Harvest to PandaDoc: First Name, Last Name, Email address and Company.
Step 1: Go to Settings > Integrations, find Quote Roller and click on the icon.
Step 2: Confirm the connection setup, by clicking on the “Connect Quote Roller” button.
Step 3: Login into your Quote Roller account.
Step 4: Click on the blue “Authorize” button to confirm the connection.
Step 5: You will be presented with a notification screen that the import has been started. Once this is done, you contacts will show up under “Contacts” on the left. You will also notice that any contacts that came through this integration will also be notated in the contact record, with a “Quote Roller” link. You can also click on the Quote Roller link to take you into Quote Roller for this contact.
Step 6: Disconnecting the integration. If you ever need to disconnect the Integration; Go to Settings > Integrations > Find Quote Roller and click on the “Disconnect” button.