Salesforce Integration with PandaDoc – Part 2: Setup and Configuration

What happens in this FAQ? You will learn how to setup custom fields within SalesForce that will allow you to pass data to PandaDoc. Every document sent from an Opportunity, Lead or Account page via PandaDoc will be automatically linked to this section. This means you will see it in the PandaDoc Documents list when viewing an Opportunity, Lead or Account.

Before you being, make sure to have the PandaDoc module already installed in Salesforce prior to configuration. If you haven’t installed the module, click here to learn more.

 

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 1.30 integration Notes: Available after 3/11/2016. You will need Salesforce: “Enterprise”, “Unlimited”, or “Developer edition”. You will have the features available in Version 1.30 and the ability to create triggers are only in this edition.

How do you find out which integration version you’re using? Inside Salesforce, click on “Setup” > “Build” > “Installed Packages.”

Within “Installed Packages,” search for PandaDoc under “Package Name.” To the right of it, you will see which version you’re using under “Version Number.”

Quick Tip:

  • Have your Pandadoc Template open in one browser and Salesforce open in another. This will help configuring your PandaDoc template to pass data from Salesforce.

Table of Contents

Using and Passing Contact Roles in Salesforce to PandaDoc
Adding Salesforce Custom Fields to Field Sets
Passing Opportunity, Leads or Account Data through Tokens
Passing Opportunity, Leads or Account data through Fields

Using and Passing Contact Roles in Salesforce to PandaDoc

Step 1a: You need to set up “Contact Roles” in Salesforce (Learn more on how to setup in Salesforce here.)

Step 1b: Once you have setup these “Contact Roles,” you will need to assign all contacts in your “Opportunity” one of these roles. If you do not assign a “Contact Role” to a contact in Salesforce, contact information will not be pulled into document. However, they will be listed as a recipient on the document.

Step 1c: Inside PandaDoc within a template using the Document Builder, click on “Roles” on the right. Type in a name for the Role. For example: Decision Maker. Contact Roles are the same as Templates Roles in PandaDoc. It is important to name them exactly the same in each application in order to pass information (name, email, and company name) from Salesforce to PandaDoc.

Configuration - Contact Roles

Note:

  • Contact Roles and Template Roles have to be be uniquely assigned. For example: You cannot have 2 contacts assigned the same Contact Role in Salesforce.
  • Template Roles in PandaDoc have to be uniquely named. For example: If you have 2 clients that need to sign, you may name them “Client 1” and “Client 2.”

Adding Salesforce Custom Fields to Field Sets

Inside Salesforce, you can add custom fields to gather/enter information about your client. (Learn more on how to setup custom fields in Salesforce here.) To make sure in custom fields are passed into PandaDoc, you need to add them to PandaDoc field sets. You will need to do this for all custom fields under “Opportunity,” “Leads,” and “Accounts.”

Step 2a: Log into your Salesforce account and click on “+” symbol at the top and then select “PandaDoc Setup.”

Salesforce integration - PandaDoc Module Access

Step 2b: In the section “Salesforce to PandaDoc data flow,” click on “Opportunity.” Click on “New” to add a new field set.

Salesforce integration - PandaDoc Module Access -- Custom Fields - SF - 1- Field Set Setup

Next, For the field Name use: “OPPORTUNITY_PANDADOC” and type in a description.

Salesforce integration - PandaDoc Module Access -- Custom Fields - SF - 2a- Adding new Field layout

Step 2c: In the “Field Set” module at the top, you will need to click and drag each custom field into the field set below. Repeat this step for each custom field you want to display in this field set. Click “Save” to save changes to the field set.

Salesforce integration - PandaDoc Module Access -- Custom Fields - SF - 3- Field Set Setup - Edit Field Set - Adding fields
Step 2d: Repeat Step 2b and Step 2c to add custom fields to the field sets for “Leads” and “Account.”

Passing Opportunity, Leads or Account Data through Tokens

Using tokens, you can pass Opportunity, Leads or Account data into a document from a PandaDoc template. (Click here on how to use tokens within PandaDoc).

Step 3a: To add the Salesforce tokens, go into the PandaDoc module in Salesforce. Click on the gear icon on the right side, and then click on “Tokens.” You will see a list of available tokens that you can copy and paste into your template. Make sure you include the square brackets when you copy the token.

Tokens - PD Module - Tokens

Step 3b: Add your Template Role tokens to your template. Open your template in PandaDoc and, access your Template Role tokens by click on “Contents” > “Tokens.”

Step 3c: Clicking on one token at a time, paste it directly into the template (Windows: Ctrl + V, Mac: ⌘ + V).

Notes:

  • In Salesforce, there are some Opportunity Fields that cannot be passed into PandaDoc tokens and fields. They are: Created By, Expected Revenue, Next Step, Primary Campaign Source, Main Competitors, Delivery Installation Status, and Last Modified By.

Passing Opportunity, Leads or Account data through Fields

Similar to tokens, you can pass data into PandaDoc fields. Unlike the tokens, you will not need the square brackets.

Step 4a: In the list of tokens found in Step 3a above, you will need to copy the token without the square brackets into the “Title” of the PandaDoc field.

Tokens - PD Module - Useing Fields

Next, please click on the this link to go through the Products and Pricing Table Setup.

If you have already done this, check out the general guide of how to send documents using this integration, here.

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