Salesforce Automation Software

Once you’ve integrated your CRM with PandaDoc, the process is simple. PandaDoc can be configured to automatically pull roducts  or services from an Opportunity, Lead, Contract, or Account object. Turn on the Automatic Import feature to automatically import  the objects you want to map. When those objects have been identified, your chosen products will appear in the pricing table in any document you choose.

You don’t need to worry about integration limitations  just because you use a specific Salesforce CRM instance. PandaDoc integrates with every edition of Salesforce Sales Cloud, from Classic to Lightning. You can even switch seamlessly between the two without worrying about breaking any documentation or deal processes that are in motion.

Open up a PandaDoc document that is currently in ‘draft’ mode. In the upper right of your screen, click the Salesforce icon. This will open a prompt to link your Salesforce account; follow the steps outlined in the prompt.

Once this step is complete, the ‘Opportunity’ info will automatically populate. From there, you can view the create date, status, and total amount. In Salesforce, the document will appear to have been created natively within the app, so there will never be confusion between the two versions.‌

If your company uses Salesforce, you probably spend a significant amount of time repeating mundane and tedious tasks. By integrating PandaDoc with our Salesforce automation systems, you can reduce the time you spent on repetitive tasks and cut your document creation time in half. . Let our automation populate your documents with client data, pricing information, and status behind the scenes. . You can even use it to automatically collect payments, send reminder emails, and gather insightful document analytics, giving you more time to focus on engaging with prospects and customers. ‌

Yes — while PandaDoc is fully integrated with Salesforce, it can also be used with a variety of other CRM solutions.

If you’re considering switching to or from Salesforce in the future, PandaDoc can help make the transition a seamless one. 

Once you’ve integrated PandaDoc  with Salesforce, you can set up whatever permissions and roles you need for your organization. Any team that’s connected to Salesforce can also work on your PandaDoc documents; all you need to do is assign access and editing permissions to your chosen team members. 

Whether you want to create one-sheets, battle cards, MSAs, or any other internal or client-facing document, you can use PandaDoc’s automation software to support any revenue team, including sales, marketing, and customer success.