Link a document to an Opportunity in Salesforce

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Marya Maksimchuk
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Note:

This feature is available for users with a Member, Manager, and Admin role. If you use custom roles make sure to enable “Can view and request integrations” permission for the role to allow users to link documents to Salesforce and import data.

If you have a document created in PandaDoc that you want to link to an Opportunity in Salesforce, we’ve got you covered!

  1. In your PandaDoc tab, open a document in any status, and click the Salesforce icon on the right. 
  2. Click “Link document”.
  3. Select an opportunity from the list then click “Link.”
  4. On the right, under Opportunity info, you can view the Opportunity’s created date, status and total amount. Please note, the opportunity info displayed in PandaDoc may need to be refreshed in order to ensure you are viewing the latest update.
  5. Now, go to the Salesforce opportunity record, and the document will be displayed in the PandaDoc module as if it was created through Salesforce.
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In order to unlink a document from an Opportunity or link it to another one, click on the desired action on the Integrations panel. If you have created the document from another object (Account, Contact, etc.), you cannot unlink it from that object and link it to an Opportunity or view related information.

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Click here to learn more about Salesforce integration with PandaDoc.

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