Zendesk Sell
Warning:
this integration is available for Classic Editor only. Don't know which Editor version you are using? Find it out here.This integration will allow you to create and send documents from a Deal within Zendesk Sell. Additionally, you can send over Zendesk Sell product information into PandaDoc Pricing tables.
Plan availability: Business and Enterprise
Add PandaDoc in Zendesk Sell
- Login in to your Zendesk Sell account and then click the Profile icon on the top right and then click on Settings.
- On the left, click on “Deals”, then go to “Smart Links” and click on “Add Tool”
- In the tool setup, enter in the following:
- App Name – “Create PandaDoc Quote”;
- Web App URL – Paste the following URL:
https://app.pandadoc.com/integrations/basecrm/new?deal_id={resource.id} - Destination – Select to “Open in new window”;
- Click Save.
Connect PandaDoc to Zendesk Sell
- Next, login into your PandaDoc account, and then go to Settings > Integrations
- Find Zendesk Sell and click on it;
- Click on the green button Connect PandaDoc to Zendesk Sell
- Enter in your credentials for Zendesk Sell and click on Login;
- Click on the Green “Authorize” button to connect the two accounts together.
Your integration is connected. To review it, you can go to a Zendesk Sell deal, in the top right click Smart Links and you'll see the “Create PandaDoc Quote” button.
Set up your templates to use them with Zendesk Sell
Before you start creating documents from Zendesk Sell deals, you can pre-set PandaDoc templates to populate deals data, contact roles and product information. See the details below.
Use PandaDoc Roles to send over Contact Data from the Primary Contact in a Zendesk Sell Deal
With a Role you can send contact information (First Name, Last Name, Email Address, Company) from Primary contact in Zendesk Sell to PandaDoc.
Here's what the primary contact looks like:
- Add a Role on the PandaDoc template;
- Access Role tokens: click Content > Tokens, find your role tokens and copy and paste them on the template body.
Set up tokens in templates to pre-populate your documents with data from Zendesk Sell
Tokens will save your time auto-filling information from a Zendesk Sell deal. Learn more about tokens here.
- In order to add tokens to your template, refer to the tokens list below - this is the information you can transfer from Zendesk Sell.
- Find a token you need, copy it with the square brackets.
- Paste it on your template
Expand for the list of Zendesk Sell fields and corresponding PandaDoc tokens
| Deal Values in Zendesk Sell | PandaDoc Token To Use |
| Created At | [Deal.CreatedAt] |
| Updated At | [Deal.UpdatedAt] |
| Deal Name | [Deal.Name] |
| Deal Value | [Deal.Value] |
| Owner Fields in Zendesk Sell | PandaDoc Token To Use |
| Owner Name | [Deal.Owner.Name] |
| Owner Email Address | [Deal.Owner.Email] |
| Primary Organization Fields in Zendesk Sell | PandaDoc Token To Use |
| Company Name | [Deal.Company.Name] |
| Company Email | [Deal.Company.Email] |
| Company Mobile Phone | [Deal.Company.MobilePhone] |
| Company Work Phone | [Deal.Company.WorkPhone] |
| Company Address | [Deal.Company.Address] |
| Company Country | [Deal.Company.Country] |
| Primary Contact Fields in Zendesk Sell | PandaDoc Token To Use |
| Contact First Name | [Deal.Contact.FirstName] |
| Contact Last Name | [Deal.Contact.LastName] |
| Contact Title | [Deal.Contact.Title] |
| Contact Email Address | [Deal.Contact.Email] |
| Contact Mobile Phone | [Deal.Contact.MobilePhone] |
| Contact Work Phone | [Deal.Contact.WorkPhone] |
| Contact Address | [Deal.Contact.Address] |
| Contact Country | [Deal.Contact.Country] |
Expand to learn how to pass custom Fields from Zendesk Sell
You can also send over custom fields that you created in Zendesk Sell. Here is an example of the tokens you could use for “Deal”, “Contact” and “Company”:
| Examples of Custom Fields in Zendesk Sell | PandaDoc Token To Use |
| Deal Custom Fields: Example: Deal.Dollar Amount |
[Deal.Dollar Amount] |
| Deal.Contact.Custom-Fields Example: Contact.SkypeNumber |
[Deal.Contact.SkypeNumber] |
| Deal.Company.Custom-Fields Example: Company.NumberOfEmployees |
[Deal.Company.Number of Employees] |
Use fields to pass over data from Zendesk Sell to PandaDoc
If you're working with a template created via upload, you cannot use tokens on them. But you can pass information using fields.
Add the Textfield, in the “Title” section, add a token name from the list without the [brackets].
Passing Zendesk Sell Product information in to PandaDoc Pricing tables
You can send: Name, Description, Selling Price, QTY, line item discounts and total discounts from Products added to Zendesk Sell deals.
Note:
you can send up to 100 Zendesk Sell products in to PandaDoc pricing tables per document.To set up the pricing tables in PandaDoc to accept products from Zendesk Sell, add a pricing table, on the right-hand settings switch on the toggle under "Automatically add products to this table":
So when you create a document using this template, product information will show up in your pricing table.
Expand to learn how to add custom columns to PandaDoc Pricing table via template
To pass specific information, you can add custom columns in the pricing table while setting up your template.
- Click "+Add column" > Create Empty > Plain Text, click on the column header;
- Over on the right “check” the box for “Map column to custom field” and the add one of the following values for your specific information.
basecrm_markup_discount_value — Value of line item discount
basecrm_markup_percent — Value of line item markup in percentage
basecrm_unit_price — Value of the line item Unit Price
basecrm_discount_percent — Value of line item discount in percentage
Note:
these columns won't be included in the calculation
Expand to learn how to add custom columns to PandaDoc Pricing table on document
Custom Columns can be added to the pricing table at the document level once the Zendesk Sell products have been populated in the PandaDoc pricing tables.
Click on “+ Add Column” and you will see four values to add.
basecrm_markup_discount_value — Value of line item discount
basecrm_markup_percent — Value of line item markup in percentage
basecrm_unit_price — Value of the line item Unit Price
basecrm_discount_percent — Value of line item discount in percentage
Note:
these columns won't be included in calculation
Create documents from Zendesk Sell
Now that you have set up your template to accept information from Zendesk Sell, you can generate a PandaDoc document.
- In a Zendesk Sell deal, click Smart Links in the top right corner;
- Click Create PandaDoc Quote;
- Choose your template and assign recipients to Roles if you have any;
- Click Start editing;
- Review your document and send it.
