Note: This feature is available for users with a Member, Manager, or Admin role. If you use custom roles, make sure Can view and request integrations is enabled. To link documents to opportunities, you must be associated with both PandaDoc and the integrated Salesforce account. If you're not a member of the integrated Salesforce account, you won't be able to authorize and link PandaDoc documents to opportunities.
You can link any PandaDoc document to a Salesforce opportunity directly from within the document — regardless of whether the document was created with a Pull data from integration workflow step, and regardless of document status (draft, sent, or completed).
Link a document to an opportunity
Make sure you're logged into both Salesforce and PandaDoc.
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.
Select the data source — Opportunity.
Search for and select an opportunity from the list.
Select Done. The document is now linked to the opportunity.
Once linked, the Integrations section shows the opportunity name, Record ID (select it to open the opportunity in Salesforce), Created on, and Status.
The document also appears in the PandaDoc module on the Salesforce opportunity record, as if it had been created directly through Salesforce.
Note: You can only link PandaDoc documents to the Opportunity object in Salesforce. If the document was created from another object (Account, Contact, etc.), you won't be able to unlink it from that object or link it to an Opportunity.
Unlink or switch to a different opportunity
To unlink a document from an opportunity, or link it to a different one, open the Document details panel (three-dots menu → Document details), then select the unlink icon in the linked opportunity card. You can then select Connect integration to link a different opportunity.
Update a document with values from Salesforce
Note: Refreshing data is only available while the document is in Draft status. Once a document is sent, document content is read-only.
If you update information in your Salesforce opportunity after the document has already been created or linked, you can pull the latest values into the document:
Open the draft document, then open the Document details panel (three-dots menu → Document details).
In the linked opportunity card, select the refresh icon.
Variables update automatically with the latest values from Salesforce. PandaDoc fields and role variables won't update.
Click here to read more about the Salesforce integration with PandaDoc.