If you cannot run Salesforce workflows and see the 'Action required to continue' error shown below, you must complete a one-time authorization to enable the integration for your workspace.
Please follow the steps below to resolve the issue:
Navigate to the Templates section of your PandaDoc account
Click + Template
Select Blank
Click +Add Step and choose Pull data from integration
Select the step you just created
Choose Salesforce
In the right-hand panel, click Connect
This will open an authentication window where you can complete the connection.
What to expect
Once the setup is complete:
The status will show as 'Connected'
All documents retrieving data from Salesforce will work correctly
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.