Zendesk Sell

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.

Get more information here

Plan availability: Business and Enterprise

Add PandaDoc in Zendesk Sell

1. Login in to your Zendesk Sell account and then click the Profile icon on the top right and then click on Settings.
2. On the left, click on “Deals”, then go to “Smart Links” and click on “Add Tool”
3. 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

1. Next, login into your PandaDoc account, and then go to Settings > Integrations
2. Find Zendesk Sell and click on it;
3. Click on the green button Connect PandaDoc to Zendesk Sell
4. Enter in your credentials for Zendesk Sell and click on Login;
5. 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:

1. Add a Role on the PandaDoc template;
2. 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.

1. In order to add tokens to your template, refer to the tokens list below - this is the information you can transfer from Zendesk Sell.
2. Find a token you need, copy it with the square brackets.
3. Paste it on your template

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. 

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.

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.

1. In a Zendesk Sell deal, click Smart Links in the top right corner;
2. Click Create PandaDoc Quote;
3. Choose your template and assign recipients to Roles if you have any;
4. Click Start editing;
5. Review your document and send it.