If you're unable to run Salesforce workflows, you need to complete a one-time authorization.
Upgrade your PandaDoc for Salesforce managed package to the latest version from AppExchange.
Follow the steps below to authorize the integration.
Learn how to upgrade your integration package here.
Video
Setup instructions
Open PandaDoc: https://app.pandadoc.com
From the left navigation, click Settings
Click API and Integrations
Select Salesforce
Click “Connect Automations”
This will open an authentication window where you can complete the connection.
You can connect either a Salesforce Sandbox or a Salesforce Production environment. Please note that both cannot be used simultaneously. Therefore, if you are connecting to a Salesforce Sandbox, you must use a separate PandaDoc workspace. To use Production, ensure the Sandbox option is set to No in the modal above.
Once the setup is complete, all documents retrieving data from Salesforce will work correctly.
Other signs you need to connect Automations
Automations must also be connected if you run into either of the following issues:
The Refresh feature doesn't work — the document data won't update from Salesforce even when triggered manually.
Links on an Opportunity or Quote are not clickable — this affects the document details panel for Draft documents and the right side panel for Sent and Completed documents.
If you're seeing either of these, follow the setup instructions above to connect Automations.
Why is this required if Salesforce is already connected?
You may have already connected Salesforce for other features within PandaDoc.
However, workflows rely on a separate connection designed specifically for automation.
Existing connections support standard features
Workflows require a dedicated authorization
For this reason, a one-time re-authorization by a PandaDoc admin is required.
Once completed, no further action will be needed and all Salesforce workflows will function as expected.
Note: If you do not have admin permissions, please contact your PandaDoc or Salesforce administrator and share this guide.