Salesforce Automation Software

Use PandaDoc’s seamless Salesforce automation software to enable a flawless end-to-end workflow that saves your team time and automates tedious tasks, all while helping boost your close rates by up to 36%.

Salesforce Automation Software
increase in completed docs
per month
decrease in document
creation time
increase in close rate

Every Salesforce function in one tool

Create personalized documents in minutes

From tokens and templates to field mapping and data-syncing, our Salesforce management software makes it easy to create a professional, yet personalized, document in minutes. Stop wasting time building important documents and forms from scratch. Use Salesforce automation software to automatically add accurate pricing, product, and customer data directly into your documents in just a few clicks.

Tokens Client

Automate updates, processes, and data entry

Say goodbye to mind-numbing work like manual data entry or tedious process updates. Automate your repetitive tasks with customizable workflows that help you work smarter, not harder.  Empower your team to focus on what they do best – build lasting relationships with prospects. PandaDoc’s Salesforce automation software puts reminder emails, deal status updates, and document creation on autopilot. 

Document Workflow Agreement

Keep everything in one place

PandaDoc makes it easy to stay organized and keep your team aligned. Simplicity leads to productivity, and PandaDoc makes it simple to keep all of your tasks in one place. Create, send, track, and organize every document you produce from inside your CRM instance. Our web-based Salesforce automation software integrates with Salesforce, Pipedrive, and HubSpot. Within these CRM solutions, you have instant access to all your latest document versions right from your opportunities, contacts, and other objects.

Document Integrations Contract

Keep information secure

Safety is our top priority. We take extra care to make sure your documents are secure and that sensitive data remains private. Unlike free Salesforce automation software, PandaDoc is compliant with SOC 2, HIPAA, FERPA, and GDPR. We go the extra mile to ensure your sensitive information remains private by keeping it behind high-quality encryption. Rest assured that you and your clients’ sensitive information issafe and secure.

Workflow Approval

Frequently asked questions

How do I pass product data from my CRM into PandaDoc?

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.

What instance of Salesforce CRM does PandaDoc integrate with?

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.

How do you link a document to an opportunity in Salesforce CRM?

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.

What does Salesforce marketing automation software help me accomplish?

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. 

Can PandaDoc’s Salesforce management software also be used with other CRM solutions?

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. 

Who can use the information in PandaDoc’s Salesforce marketing automation software?

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.