PandaDoc for Salesforce

Streamline your sales process by simplifying how you create, approve, and eSign sales documents, all directly within Salesforce.

No credit card required

Take your productivity to the next level

When you integrate Salesforce and PandaDoc, you’ll gain efficiencies that will allow your team to spend less time building and customizing documents and more time winning deals. Get sales documents built and sent out lighting-fast, eliminate manual data entry, and do it all without ever leaving your CRM.

Streamline the entire sales process

Make it easy for your sales team to create, track, and eSign documents, all within Salesforce. Benefit from a smooth and guided end-to-end workflow that makes sense for everyone and keeps your team moving fast. Lock content on documents, use signing order and set approval rules to check all the boxes while still getting your sales proposals out in a timely fashion.

Lightning-fast responses with a personal touch

Build engaging and personalized documents that include customer, deal, and product details pulled automatically from Salesforce. PandaDoc creates documents for all stages of a deal including proposals, quotes, contracts, and more. Even when the details of a deal are changed in Salesforce, all it takes is a click to update your documents with the latest data to keep everything and everyone in sync.

Always know where your deals stand

Stop wondering by adding transparency to the status and progression of deals. PandaDoc’s real-time document status updates are accessible in Salesforce to let you know exactly who and when prospects are interacting with your documents. This gives your team the insight to act quickly at the most opportune times. You’ll also benefit from having all deal-related conversation and negotiations on proposals, contracts and agreements embedded within Salesforce.

Stop chasing down documents

Gain instant access to the latest document versions, right from your opportunities, contacts, or any other Salesforce object. You can link and attach PandaDoc documents to associated Salesforce records automatically or manually. Ensure your sales records and documents are accurate and up-to-date with our two-way sync capabilities which sends Salesforce data to documents and document data back to Salesforce fields.

Be the hero your sales team needs

Quick start, quick wins

Setting up and customizing the integration is quick, easy, and doesn’t require any coding. Our PandaDoc setup tools include out-of-the-box settings to customize your flows: a token builder for pulling in data, field mapping (including custom fields), data sync, document triggers, file storage and cleanup rules, and more.

The source of truth for all your deals and documents

Being fully integrated with the Salesforce platform, PandaDoc provides sync capabilities to transfer data between apps. For example, you can quickly update opportunity status when the PandaDoc document stage changes, save document updates and PDF copies in the Notes and Attachments section or even update opportunity products when your quote changes.

Works with your Salesforce edition

For the best user experience, the PandaDoc integration is fully compatible with all Salesforce Sales Cloud editions. The PandaDoc integration is Lightning-ready which means you can seamlessly switch from Salesforce Classic to Lightning without breaking your deal and document flows. Download the latest integration package from the official Salesforce AppExchange listing.

Frequently asked questions

Do you support deployment in the Sandbox?

Yes, you can have a fully-functional free trial to test if PandaDoc meets your business needs without connecting PandaDoc to your live Salesforce instance.

Where do I learn more about how to configure the Salesforce integration?

You can read more in our help article.

How can I customize the Salesforce integration?

Leverage the PandaDoc API for deeper customization of your integration.

Do I need to buy eSignatures separately?

Every PandaDoc subscription includes enforceable, legally-binding, ESIGN and UETA compliant electronic signatures with a complete audit trail so that you do need to buy a separate eSignature solution. Send any document for signature or collect it in-person. And when the signature is completed, send a PDF copy back to your Salesforce CRM for storage.