Accelerate revenue growth with the PandaDoc integration for Salesforce

Consolidate your sales tools with an integration that brings all of PandaDoc into the Salesforce environment. Generate accurate quotes, track real-time insights, and close deals fast.

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Accelerate revenue growth with the PandaDoc integration for Salesforce

68,000+ businesses count on PandaDoc for superior sales tools

Close deals even faster using the PandaDoc and Salesforce integration

Win more without adding busywork

Create, send, and track documents right from Salesforce, saving time and reducing manual data entry, with 2-way sync.

Stand out from the crowd with custom quotes

Set yourself apart from your competitors with custom quotes that are tailored to each customer and reflect your brand’s unique identity.

Extend the ROI of Salesforce with PandaDoc

Speed up sales with a single tool for document creation, contract management, and signatures, managing the entire quote-to-cash process in one platform.

"Being able to send a customer a complex proposal or quote in minutes versus hours or days after speaking with them has dramatically impacted our success, and impressed our prospects. Ultimately, PandaDoc has given us the ability to focus on actually scoping the work rather than just creating the document."

Jocelyn Fennelwald

COO & Co-Founder, OpMentors

Want more customization?

Create document processes that connect Salesforce with PandaDoc using our API.

Explore the API

Create a document inside Salesforce

Leverage the power of PandaDoc seamlessly within your Salesforce interface. Simplify document creation, tracking, and eSigning in Salesforce. Automate tasks and establish an efficient end-to-end workflow.

Map variables and products seamlessly

Effortlessly tailor proposals, contracts, and quotes by syncing Salesforce and PandaDoc data, regardless of where changes are made. Choose your preferred platform to update data without switching.

Track document statuses and progress

PandaDoc’s real-time document status updates in Salesforce provide you with valuable insights on prospect engagement. Stay informed about who is interacting with your documents and when.

"PandaDoc is one of the most flexible tools I’ve worked with, and that’s something you can’t take for granted. With other platforms, making simple changes can be slow and frustrating, but the PandaDoc UI is quick, responsive, and reliable. Whether it’s designing templates,…"

"PandaDoc is one of the most flexible tools I’ve worked with, and that’s something you can’t take for granted. With other platforms, making simple changes can be slow and frustrating, but…"

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steps eliminated from the quoting process

"Trusting the tech you bring into a business is everything. It needs to work, scale, and actually deliver results — and PandaDoc has done that on all fronts. If you’re looking for a solution that’s not just software, but a true partnership, you won’t find anything better than…"

"Trusting the tech you bring into a business is everything. It needs to work, scale, and actually deliver results — and PandaDoc has done that on all fronts. If you’re looking for a solution…"

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20+

hours saved weekly

Frequently asked questions

Do you support deployment in the Sandbox?

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

If you’re interested in using the PandaDoc Salesforce integration to benefit your business, it’s quick and easy to do so without requiring the help of a coding professional.

To find info about how to get set up, you can read all the necessary information on how to configure the app in our handy help article. By clicking the link for the help article, you’ll also find a demo video to introduce you to the app.

How can I customize the Salesforce integration?

Leverage the PandaDoc API for deeper customization of your Salesforce CRM integration. Customize the PandaDoc Salesforce integration through the use of numerous customizable templates that are easy for everyone to use, regardless of their role in your company.

You can also customize the fields in your documents to best suit your needs on a case-by-case basis. There’s no need to worry if you’re not a coding pro because all the hard work has already been done for you, allowing a quick and easy installation and customization process.

Benefits of PandaDoc Salesforce integration include fast document creation time, the ability to view real-time document analytics, and a reduction in average payment times.

Streamline your document workflow

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Accelerate revenue growth with the PandaDoc integration for Salesforce

68,000+ businesses count on PandaDoc for superior sales tools