Zoho CRM

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Eugenia Chul
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Note:

As of March 29, 2019 we have released a new version of the Zoho CRM integration that supports a larger tokens list and passing discounts, taxes and custom product fields to pricing tables. If you have installed the integration before March 29th, please reach out to our support team at support@pandadoc.com to have the new version enabled for your account.

Get more information here

Start documents from Deals/Potentials, Leads, Accounts, Contacts, Quotes objects in Zoho CRM.

Plan availability: 

Zoho CRM: Standard, Professional, Enterprise

PandaDoc: Business and Enterprise plans

Install the integration

This integration allows to create and pass data to PandaDoc documents in multiple workspaces. Enable the integration once and log into the desired workspace. In the Related Documents section, you will see only the documents created within the integration and located inside the workspace that was connected to Zoho CRM first.
  1. Login into your PandaDoc account, here. In order to install, you must be logged into your PandaDoc Account;
  2. Go to Zoho CRM to Setup  > Marketplace > All Extensions > Search for PandaDoc. Once reviewed, click on the button “Install”;
  3. Confirm your Zoho CRM account and agree to Terms and Service;
  4. Next, review and confirm which team members of your Zoho CRM account to use the integration. If you want “All Users”, choose “Install for all users”, then click on the “Confirm” button;
  5. Once completed, you will receive a message, “Your extension has been installed successfully”;
  6. Next, “Authorize” connection with the PandaDoc account and complete the steps in order to fully connect the two applications together.
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Enable Zoho CRM integration in PandaDoc.

  1. Log into PandaDoc, go to Settings > Integrations >  Zoho CRM and you will see a list of instructions.
  2. Choose Zoho zone: .eu or .com (depending on what Zoho CRM version you are using);

Enable_Zoho.png

Pass data from Zoho CRM to PandaDoc

Before you start sending out documents from Zoho CRM, set up your template to pass data from Zoho CRM.

Use PandaDoc Roles to import Contact information

With template Roles, you can import contact information (first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region) from a Zoho CRM.

  1. Create a Role first: open your template, click Roles on the right, add a Role.
  2. Access Role tokens: click Content > Tokens, find your role tokens and copy and paste them on the template body.

role_token.png

Set up your tokens to pre-populate your documents with deal data

Tokens will save your time auto-filling information from a lead, company or people record into a document:

  1. To view all of the available data that you can push from a record in Zoho CRM via tokens to a document, open a Zoho CRM record, click on Send with PandaDoc -> Show PandaDoc tokens;
  2. Copy a token name with the square brackets and paste it on the template body.
Set_up_tokens_to_pre-populate_your_documents_with_deal_data_0.pngSet_up_tokens_to_pre-populate_your_documents_with_deal_data_1.pngSet_up_tokens_to_pre-populate_your_documents_with_deal_data_2.png

Similarly, you can pull custom fields created in Zoho CRM in to PandaDoc documents. A custom field created in Zoho CRM for a specific object (Deal, Lead, Contact, Quote or Account) will show up in the corresponding tokens list.

Expand to learn how to send data through PandaDoc fields

Using an uploaded template? On those, you cannot use tokens, but you can send data through fields. For that, copy your token name from the PandaDoc tokens list without square brackets and paste it in the field Title.

Set_up_tokens_to_pre-populate_your_documents_with_deal_data_3.png

Pass product information into pricing table

What will be passed:

  • Name
  • Description
  • Price
  • Quantity
  • Tax
  • Discount
  • Cost
  • Product code as SKU
  • Custom fields as custom pricing table columns except Multi-Select Lookup and File Upload
  1. Setup “Products” in Zoho CRM and add them to a Zoho CRM record (Contacts, Accounts, Lead, Deal/Potentials and Quotes);
  2. Go to your PandaDoc template. Select the pricing table and check the option for “Automatically add products to this table”. This will enable products from Zoho CRM to be automatically added into PandaDoc pricing tables.

Note:

in order to pass product QTY, make sure the Zoho CRM field name is "Quantity" and not anything else so that PandaDoc can recognize it and map it to the pricing table column.

Pass_product_information_into_pricing_table.png

Pass other product fields from ZohoCRM to PandaDoc pricing tables

Custom product fields from Zoho CRM can be added to the pricing table as a column. On a created document, click Add column > Select column > choose a field from the dropdown.

Note:

Custom product fields won’t be included in the pricing table calculation

Pass_product_fields_as_columns.png

Pass discounts and taxes

Within the integration, you can pass line item taxes and discounts from Quotes in Zoho CRM only.

On a document (assuming you have created it from Zoho CRM):

  1. Click inside the pricing table > navigate to the right-hand settings;
  2. Click Add Discount/Add Tax > set it to Line item discount/tax;
  3. You will see a discount/tax column added to the pricing table, it will contain a discount value from Zoho CRM.

Note:

In PandaDoc, discounts and taxes are displayed as a percentage.

You can pre-set your template adding a line item discount column the same way. When a document is created from Zoho CRM using this template, the pricing table will be populated with the discount value.

Pass_discounts_and_taxes.png

Sending a document through Zoho CRM

Now that you have setup the integration and templates, try creating a new document:

  1. Go to a Zoho CRM record, click “Send with PandaDoc”;
  2. Select your template, assign recipients to roles if applicable;
  3. Check your document and send it out;
  4. Go back to the Zoho CRM record, scroll down to PandaDoc Documents: you can track document status from there.
Sending_document_through_ZohoCRM_0.pngSending_document_through_ZohoCRM_1.png

Uninstall integration

To uninstall the integration from your Zoho CRM Account, go to Wrench icon > Setup > Marketplace > Find PandaDoc in Installed apps and click on “Uninstall”.

Troubleshooting

Authtoken limit for your account exceeded

Zoho CRM have set a limit on using their AuthTokens to avoid incorrect usage. If you see the error message like this:

Authtoken_limit_for_your_account_exceeded.png

All you need to do is to go to My account > Active AuthTokens and r emove the unused AuthTokens. 

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Creating a document in the Any Object, does not send data over to PandaDoc

In order to resolve the issue, please go to Setup -> Customization: Modules -> Organize Modules, and move ‘Products’ from ‘Unselected Tabs’ to ‘Selected Tabs’ section. Since ‘Contact’ relates to its parent Account, ‘Account’ module ALSO must be in ‘Selected Tabs’ section – to be able to import documents from ‘Contact’ module.

Zoho-hidden-Products.jpeg

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