Salesforce Integration with PandaDoc: Setup Guide

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.

Part 1: Installation

Part 2: Setup and Configuration

Part 3: Product and Pricing Table Setup

Part 4: Two Way Sync Setup

Part 5: Sending Documents

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Then click on the help button
  3. Choose Contact Support option

Or feel free to contact us using our public form:

Contact Support