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.