Availability: Business* and Enterprise* plans
* Our Salesforce integration is a paid add-on for Business and Enterprise users. All other CRM integrations are included.
Note: Quote builder is our modern quoting solution with improved features and easier setup. We recommend using Quote builder for all new quotes.
You can match product fields from your CRM with specific quote block columns in PandaDoc. The process is simple:
In the workflow builder, add the 'Pull data from integration step', then connect your template to the CRM object you will use to create your document.
Add a quote block to your template. In the quote Options (gear icon), ensure Data merge is enabled.
Select Set up data merge, then map the product field names from your CRM under 'Product field mapping'. (If you connected your template to your CRM in step 1, you can select the fields directly from the dropdown menu instead of entering them manually.)
Create a document directly from your CRM.
After following these steps, product information will appear in the corresponding columns.
Learn more about column mapping rules that pertain to your specific CRM: