Looking for the classic experience? See Salesforce Lightning. Create and send PandaDoc documents.
Availability:
PandaDoc: Business Annual* and Enterprise Annual* plans
*This integration is available as a paid add-on.Salesforce: Professional, Enterprise, Unlimited, or Developer edition.
Important: To use PandaDoc's two-way sync features with Salesforce, you must have the Salesforce Enterprise edition, or at least the Professional edition with the API Access add-on.
If you're using the Professional edition without API access, you can still create PandaDoc documents from Salesforce, but they won't sync — Salesforce does not permit PandaDoc to send document update events without API access.
The integration will work for Opportunities, Leads, Contacts, Accounts, and custom object.
Starting from version 2.32, you can also create documents from any standard object.
Features
Variables: Pass information from Salesforce to PandaDoc documents automatically using variables.
Merge fields: Pass data directly into PandaDoc fields from Salesforce records.
Products: Transfer product information from Salesforce opportunities to PandaDoc pricing tables and quote builder blocks.
Create documents: Create PandaDoc documents from Salesforce records.
Link/unlink from document: Link or unlink a Salesforce record from within a document using the Document properties panel.
Status tracking: Track document status directly in Salesforce.
Install PandaDoc <> Salesforce integration
For installation and configuration instructions, see Salesforce Lightning. Install and configure PandaDoc.
Note: PandaDoc Account owners and Admins with Admin permissions in Salesforce can install the integration.
Configure templates
To push information from Salesforce into PandaDoc documents, you first need to configure your template to specify what data to transfer and where it should go.
In PandaDoc, open your template (or create a new one).
Select Add step > Pull data from integration.
Connect Salesforce if you haven't already by selecting Connect.
Select your Salesforce account and authorize PandaDoc to access it.
Note: Once you've connected, you may need to wait up to 5 minutes for the connection to establish.
Pass information from Salesforce into PandaDoc
Configure variables
Before using variables in your template, create a variable list for each Salesforce object you want to use with PandaDoc.
Notes and limitations:
Variables must be set up for each object individually. Only the variables listed for a particular object will be available when creating a document from it — no cross-object population.
Date variable formatting depends on the default date format set up in your workspace settings.
Currency variable formatting is based on the recipient view locale. Custom money variables pass to the document without a currency symbol or formatting.
Encrypted text fields cannot be passed through a variable.
If a field in Salesforce is empty, the variable in the document won't be populated and you'll need to fill it in manually.
In PandaDoc, open your template and go to the Pull data from Salesforce step on the right panel.
Select the object you'd like to connect.
Then in the connected object select Variables.
Search for, copy, and paste the needed Salesforce variables into your template. Alternatively, open a square bracket in any text block and select a variable from the dropdown.
When you create a document from Salesforce using this template, the variables will be populated with information from the CRM.
Configure merge fields
You can pass data into PandaDoc fields similarly to how variables operate. Unlike variables, merge fields don't use square brackets.
In your template editor, select a field (or add a new one) and select Properties on the floating panel.
In Properties on the right, the Merge field data source should list the Salesforce object.
Search for and select the Salesforce field you want to map.
Once the document is sent, the recipient will see the pre-filled data and can update the field, provided the field has been assigned to them.
Configure pricing blocks
Note: The current order of line items in the opportunity is maintained in the pricing table and quote builder block when you create a document from your opportunity, or when you update information using Refresh data.
Send product information to a pricing table
To send product information from Salesforce to a pricing table block, first add the pricing table block to your template. Then create a document from an opportunity in Salesforce.
First, map Salesforce opportunity product fields to pricing table fields in PandaDoc Setup:
Go to App Launcher and find PandaDoc Setup.
Select Configure Pricing Items.
Map opportunity product fields to pricing table fields and select Save.
Under Pricing Items Sorting, set the order in which you want products listed in the pricing table.
Next, make sure the pricing table in your template has data merge enabled — it's on by default for newly added pricing tables.
Once set up, when you create a document from a Salesforce opportunity, product information will automatically populate the pricing table.
To pass custom product fields into the pricing table:
In PandaDoc Setup, go to Configure tokens and select Opportunity product.
Check the custom fields you need, then select Save.
When creating a document, select the plus sign on the right side of the pricing table, then select your custom fields under Add hidden.
Tip: To avoid unhiding custom columns every time, create a document with those columns visible, then use Convert to Template. Future documents created from that template will retain the column structure.
Send product information to a quote builder block
Add a quote builder block to your template, then create a document from a Salesforce opportunity. The following product information will be sent to the quote builder block:
Product name
Price
Quantity
Discount
To unhide custom fields in the created document: select the quote builder block > Edit quote on the floating panel > Add column > select your custom column under Show hidden.
Note: If your quote builder block contains several sections, products will be pulled to the last section. If your template contains several quote builder blocks, products from your opportunity will be pulled to each block.
Create and send documents
In Salesforce, go to a record, find the PandaDoc module, and select New Document.
Choose a template (or select templates you'd like to bundle), select Add items, and assign recipients to roles if applicable.
Select Continue, review your document — variables, content, recipients, reminders — then send it.
Go back to the record in Salesforce to track your document status.
When a document is completed, its PDF will appear under Files in the record.
Link a document to a Salesforce record
If you have a document already created in PandaDoc that you want to link to a Salesforce record, you can do it from within the document.
Note: This feature is available for users with a Member, Manager, and Admin role. If you use custom roles, make sure to enable the "Can view and request integrations" permission.
Open the document in PandaDoc, then select the horizontal ellipsis (three dots) button in the top-right header.
Select Document details. The panel opens on the right.
In the Integrations section, select Connect integration.
Choose Salesforce from the list and select the object type.
Search for and select the record you want to link.
Select Done.
To unlink a document, or link it to a different record, select the unlink icon in the linked record card.
Note: You can link a document to a record regardless of document status — draft, sent, or completed.
Update a document with values from Salesforce
Note: The document must be in Draft status to use this feature.
Note: This feature is available for users with a Member, Manager, and Admin role.
If the information in a Salesforce record is updated after the document was created, you can pull the latest values into the document:
Open the draft document, then select the horizontal ellipsis (three dots) button in the top-right header.
Select Document details.
In the linked record card, select the refresh icon.
Variables and product information in your pricing table or quote builder will update with the latest data from Salesforce. PandaDoc fields and role variables won't be updated. If a product has been removed from the linked opportunity, it's also removed from the pricing table or quote builder. If a product has been added, it appears there too.
Warning: You cannot update PandaDoc fields or role variables using Refresh data.
Troubleshooting
For common issues and fixes, see Salesforce troubleshooting.