Availability:
PandaDoc: Business Annual* and Enterprise Annual plans*
Salesforce: “Professional”, “Enterprise”, “Unlimited”, “Developer edition”, "Performance".
The integration will work for Opportunities, Leads, Contacts, Accounts, and custom objects.
*This integration is available as a paid add-on.
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"We didn't find any Salesforce accounts linked to your Trailblazer.me profile" message during installation
Ensure that you use Salesforce to log in to your Trailblazer.me profile during PandaDoc package installation. If you see the message "We didn't find any Salesforce accounts linked to your Trailblazer.me profile", follow these steps:
Close the pop-up with the message
On the AppExchange page, click on your profile image at the top right and log out from the account
Next, click on Get it now and log in using Salesforce. If you don't have a Trailblazer.me profile, you may need to set up a new one
Once you log into the correct account and proceed with the installation, you will see a pop-up window where you can select the environment where you'd like to install PandaDoc package.
"Missing Organization Feature: Product" message during installation
It's likely your SalesForce plan is not supported within PandaDoc <> SalesForce integration. The integration will work for the following plans: "Professional", “Enterprise”, “Unlimited”, “Developer edition”, "Performance".
How can I check my integration version?
Open your Salesforce, in the top right corner and click the gear icon and select Setup.
Type “Installed packages” into Quick find, then click on the Installed packages section that appears in the search. Find PandaDoc among the installed applications and look up the version in the Version number column.
How can I provide PandaDoc Support team with access to my account in Salesforce?
The Support team might request access to your account in Salesforce to assist with an issue or question. Please do not grant access without the request of our Support team.
In Salesforce Lightning:
Log into your Salesforce, click on your image (or avatar) in the top right, then click on Settings
On the left in the small search box, type in "Grant," then click below on Grant Account Login Access.
In Salesforce Classic:
Log into your Salesforce, then click on My Settings in the top right. (Alternately, click on your name, then on My Settings)
On the left in the small search box, type in "Grant," then click below on Grant Account Login Access.
Set the “Access duration” for "PandaDoc Support" for one week (7 days).
Next, email our Support team your SalesForce Organization ID found on the Company information page. In the top right corner click the gear icon and select Setup. Click on Company settings, then select Company information, and find the ID next to Salesforce Organization ID.
PandaDoc module is blank or shows the following error message: “Attempt to de-reference a null object. An unexpected error has occurred."
This happens when the object for which you have set up variables, a pricing table, or recipients mapping is deleted or renamed.
You can fix it by following these steps:
Make sure you have the latest version of the integration installed
Go to PandaDoc Setup, click Configure Tokens, then open the object that shows the error message or a blank screen.
Add any new field from the left column as a token/variable, then click Save.
If the issue persists, go to Object customization settings on the PandaDoc Setup page, then click Setup next to the object where the error is shown.
If a blank page opens, remove the object from the list, then re-add it.
PandaDoc module displays the error: “Unexpected token ‘FROM’ in Opportunity”
If you see this message, you may not have permissions for certain Salesforce objects related to the Opportunity. Possible examples are that Files aren’t enabled for your profile, or perhaps your company recently added a new object that hasn’t yet been enabled for your profile.
To fix this, ask your Salesforce administrator to check permissions for your profile and make sure you have access to the related objects.
Go to Setup > Profiles, select the profile in question, then find Standard Object Permissions. Most likely enabling Read access to the following objects should help to resolve the issue:
Price Book
Products
Contacts
Contacts are not passed as recipients when you create a document from an Opportunity
You may have just started testing the integration with test Contacts. It’s possible that no email addresses are associated with these Contacts in Salesforce. To fix this issue, add valid email addresses to the Contacts in Salesforce, then try again.
PandaDoc module isn't loading in Salesforce for some users in my account/ Some users in my account see Insufficient permissions error in the PandaDoc module
To start, make sure that Custom Settings Definition Access for two PandaDoc objects (PandaDoc.pandadoc.PandaDoc Settings and PandaDoc.pandadoc.PandaDoc JsonBuilder Mapping) is enabled. You'll be able to find this setting under Setup > Profiles, then select the profile in question.
After that, you need to allow this user full access to the 7 objects mentioned below. You can do so by going to the profile in question and pressing Edit, then scrolling down to the Custom Object Permissions.
Doc Status
Object Tokens
PandaDoc Document
PandaDoc Log
Pricing Item Map
Recipient Map
Trigger Setting
Next, check access to the fields related to the 7 objects mentioned in the previous step. You can do that by going to the profile in question and scrolling down to the option Field-Level Security (Custom Field-Level Security), then pressing View for each of the 7 objects, Edit, and allow read-only access to all the fields.
A Component Error has Occurred
A Component Error has Occurred!
Uncaughtt Error in $A.getCallback() [Cannot read property of null (reading ‘sdkApplication’)] Callback failed: apex://pandadoc.AuraJsonBuilderContraller/ACTIONS$getInitialSettings
The error occurs when the active user profile lacks permissions to some Apex classes.
Navigate to Setup > Profiles, then select the profile in question.
Click on Enabled Apex Access and select Edit. Next, add all the available PandaDoc Apex classes from the left column to the right column, then click Save.
Next, make sure the affected profile also has access to the PandaDoc VisualForce Page. Navigate to Visualforce Page Access, click Edit, and add all the PandaDoc Visualforce pages to the right column. Click on Save.
PandaDoc users cannot link documents to Opportunity
To link documents to Opportunities, a user must be associated with both PandaDoc and integrated Salesforce accounts. If a user is not a member of the integrated Salesforce account, they will see an error message "Authentication Failed: Another PandaDoc user has been already associated with this account." after clicking on Enable in the Salesforce app.