Note:This functionality is in closed beta at the moment. We’ll post an update here once we make it available to all customers.
Availability: Business*, Enterprise
* The integration with Salesforce is a paid add-on for customers using our Business plan.
Besides mapping specific products to pricing tables or pricing table sections, you can also match opportunity product fields with specific pricing table columns.
Enable column mapping
Open a template that you use to create documents from Salesforce. First, find a pricing table you’d like to set column mapping for, or add a new one. Next, access the data merge either in pricing table settings on the right, or below the pricing table by clicking on +Product > Set up data merge from CRM/API. Finally, click Enable.
Set up column mapping
In the data merge pop-up, select Column mapping.
Next, below the Column mapping heading, enter the field names from Salesforce (on the left) to be matched with pricing table columns names (on the right).
The Salesforce field name can be any of the default opportunity product field names — Name, Description, Price, SKU, Quantity, Discount, Tax, or Tax1 — and it’s crucial that you spell the name exactly as it’s spelled here.
The field name can also be any other opportunity product field; if so, it’s important that you enter the correct name in PandaDoc. Here’s how:
- Go to Salesforce and open PandaDoc Setup.
- Find the Configure tokens button, then click on it.
- At the top, select Opportunity Product. You’ll find the correct field highlighted in yellow on the right. Make sure you use it without square brackets.
If you’d like to map more pricing table columns, start by adding them to the pricing table by clicking the plus sign on the right side.
Then, access the data merge rules via Column mapping. You’ll see the newly added columns on the right. Now enter the field name from Salesforce on the left.
After the column mapping has been set up, you will see the Salesforce fields under the corresponding columns highlighted in blue.
And that’s it! Whenever you create a document from Salesforce using this template, the product fields will populate to the corresponding columns.