Availability: Business* and Enterprise* plans
* Our Salesforce integration is a paid add-on for Business and Enterprise users. All other CRM integrations are included.
You can match product fields from your CRM with specific pricing table columns in PandaDoc. The process is simple:
Add a pricing table to the template you use to import information from your CRM. Make sure the pricing table has blue placeholders for "data merge" enabled in the Properties block.
Select Set up data merge, then enter product field names from your CRM under Column mapping. (Check the appropriate CRM-specific article below to ensure you enter product field names correctly.)
Create a document via the CRM you use.
After following these steps, product information will appear in the corresponding columns.
Learn more about column mapping rules that pertain to your specific CRM: