PandaDoc: Business* and Enterprise
*On Business plan, SFDC is available as a paid add-on.
Salesforce: “Professional”, “Enterprise”, “Unlimited”, or “Developer edition”.
You must have Salesforce Admin rights to install the PandaDoc module and configure it.
What can you do with the integration?
- Start PandaDoc documents from SFDC records (Opportunities, Leads, Contacts and Accounts, Custom objects);
- Pull information from Salesforce into PandaDoc documents;
- 2-way sync (not available on Group and Professional editions);
- Save completed documents as PDFs in Salesforce;
- Keep history of created PandaDoc docs inside Salesforce record;
- Import SFDC contacts into PandaDoc document as recipients;
- Sandbox supported.
Table of Contents
- Add PandaDoc in Salesforce
- Connect PandaDoc and Salesforce
- Pass data from Salesforce into PandaDoc
- Pass Product data from Salesforce into PandaDoc pricing tables
- Create and Send documents
Add the PandaDoc Module in Salesforce
- Log into your Salesforce account: https://login.salesforce.com/
- You can find our application on SFDC AppExchange;
- Click on “Get It Now”;
- Click on “Install for All Users”, then click “Upgrade/Install”;
- Select, “Yes, grant access to these third-party web sites” and Click “Continue.”
- The installation process will start and might take a while. Click “Done” once it’s finished.
Configure the PandaDoc module under Salesforce record.
Note:The below instructions showcase Opportunity configuration but you can use this guide for the other objects (Opportunity, Lead, Account, Contact).
Warning:If you're using Lightning, switch back to Classic to install PandaDoc. Once you've added PandaDoc to every object you are going to use it with, you can switch back to Lightning.
If you want to add the PandaDoc module to a Custom object, learn more here.
- Go to any record under “Opportunity” and click on “Edit Layout.” In the “Opportunity Layout” module at the top, navigate to “Fields” and find “Sections";
- Click and drag “Section” to where you want PandaDoc to display on the Opportunity Layout. Once added, set up section properties. Name this new section “PandaDoc Documents.” Set the layout to “1-Column” and select “OK”;
- Go back to the “Opportunity Layout” module above. Find “Visualforce Pages” on the left and drag “PandaDoc” to the previously created section;
- On the right, click “Properties” and set the “Height (in pixels)” to at least 500. The larger the number, the larger the module is displayed in Salesforce;
- In the “Opportunity Layout” module above, click “Save” and wait for the layout to complete saving;
- Go to any object under “Opportunities” to check the “PandaDoc Documents” module.
Note:if you created a Custom Object, please refer to this guide to learn how to add PandaDoc to Custom objects in Salesforce.
Connect PandaDoc and Salesforce
- In PandaDoc, go to “Settings” > “Integrations” > Click on “Salesforce.” > Select “Enable Salesforce Integration;”
- Click “Connect PandaDoc to Salesforce” to link PandaDoc account with Salesforce. You may need to log into Salesforce. Click “Allow” to authorize PandaDoc access to Salesforce;
(Optional) You can also connect to the Salesforce Sandbox environment for testing:
Your PandaDoc account is now connected to Salesforce and you can send documents from SFDC records!
Pass data from SFDC into PandaDoc
Depending on where in SFDC and where in PandaDoc you will pass data, you would have to set up your templates differently.
Important information about tokens: Although tokens can automatically populate information in your document, they can only be added/edited in templates, not documents.
Note:if you want to pass data to PandaDoc which would be editable for Recipients, refer to paragraphs below with the prefix “(via Fields)”.
Passing standard Salesforce fields into PandaDoc (via tokens)
If you’re using PandaDoc module in Standard objects (like Opportunity, Lead, Contact, Account), please refer to the guide below.
Review data that you can pass from standard SFDC fields and set up your template:
- Go to a Salesforce record, scroll down to PandaDoc, click the gear icon in the top right and choose Tokens - this is what you can pass;
- Open your PandaDoc template in a separate browser window, copy & paste Token names with the square brackets into the template;
When you create a document from Salesforce using this template, the tokens will be filled out with the information from the CRM.
Note:in case the field in Salesforce is empty, the Token in the document will not be populated and you will have to fill it in manually.
Passing custom Salesforce fields into PandaDoc (via tokens)
Inside Salesforce, you can add custom fields. (Learn more on how to setup custom fields in Salesforce here.)
To push your custom fields into PandaDoc, you need to add them to the Salesforce field sets of the object you’re working from.
The below instructions show configuration for Opportunity, but you can use the same guide for the following objects: Opportunity, Lead, Account, Contact.
- Click on “+” at the top and then select “PandaDoc Setup”;
- In the section “Salesforce to PandaDoc data flow,” click on “Opportunity” and click on “Edit”;
- From the Field module at the top, drag each custom field you need to pass into PandaDoc into the Field Set below. Click “Save” to save changes.
Once done, you will find your Custom fields in the list of Tokens available for PandaDoc templates. Follow the instructions in the previous section, to set up your template with the tokens.
Common error you can face: “Content Cannot be displayed….”… Please follow the PDF Guide attached at the end of the article to fix this issue by modifying your team user roles.
Passing Salesforce fields into PandaDoc (via Fields)
Similar to tokens, you can pass data into PandaDoc fields. Unlike the tokens, you will not need the square brackets.
Refer to this setup if you're using uploaded templates.
In the list of tokens found in Tokens list, copy the Token without the square brackets into the “Title” of the PandaDoc textfield.
Once the document is sent, the Recipient will see the data pre-filled and they will be able to update this field on their end.
Passing Recipients from Salesforce to PandaDoc
Note:Passing recipients info best works with PandaDoc Roles. Learn how to setup Roles on a Template here.
By default Salesforce pushes the following recipient information depending on an object where your PandaDoc module is located:
- from Opportunity: Contact Role info
- from Account: Contact info + possible to push Account info
- from Lead: Lead info
- from Contact: Contact info
You can configure which field from Salesforce will be mapped to a Role in PandaDoc as well as set up which fields will be send as the following parameters:
- First name
- Last name
- Company field
- Phone field
- Role field
- Go to “Pandadoc Configure Recipients”;
- You will see default mapping for default objects. You can change them or add new mapping for custom objects.
If you want PandaDoc to automatically map recipient to specific Role, you need 2 things:
- Role field configured in the Recipients mapping;
- Have identical Role names in Salesforce and in PandaDoc template;
If you have this setup right, PandaDoc will insert respective Recipient into the respective role when you will be creating documents.
Note:PandaDoc pulls all related contacts from Salesforce into the document. If you want to remove any, delete them on the role popup window or in recipients section on the document.
You can filter contacts that get transferred into PandaDoc documents as recipients based on yes/no fields in a record (aka Boolean fields).
- Go to "+" > PandaDoc Configure recipients;
- Scroll down to "Recipients Filtering";
- Click "Enable Filtering";
- Choose a field based on which value recipients will be filtered;
- Choose the value of the field based on which recipients will be filtered: true - yes, false - no.
If you have set up Recipient mapping for Accounts, you can then configure it to pass this Account info (email, phone # and etc) as a Recipient to PandaDoc.
For that, go to PandaDoc Setup -> Scroll down to JSON Builder Settings, next to the Account Object name click “Setup” -> Tick the box next to “Send Account as recipient” and click “Save”.
Salesforce Contact Roles and PandaDoc Template Roles cannot have 2 contacts assigned to one role.
Passing product data into Pricing Table
PandaDoc can be configured to pick Products from an Opportunity, Leads, Contacts or Account and add them to a pricing table in a document.
You can map product fields of an object to PandaDoc pricing table fields to pass data even more accurately.
- Go to “PandaDoc Configure PricingItems”;
- Add an object you want to pass product data from and select which fields exactly you want to map, click “Save” once done;
Now, just make sure your Opportunity, Lead, Contact or Account has products added. Then open your PandaDoc template, add a pricing table. In the right-hand settings, switch the toggle "Automatically add products to this table" to ON position.
Pass custom product fields into pricing table
- To view products' custom fields, inside Salesforce, click “Setup” it the top right. Click on “Build” > “Customize” > “Products” > “Fields” > “Customize your product fields”;
- You need to add your custom fields to the Opportunity Product Field Set. Click on “Setup” in the top right. In the search box on the left, type in “Field Set.” Click on “Field Sets” under “Opportunities Products.”
- Click on ‘Edit’. In the module, click on “Product ID” to see a list of your custom product fields. Drag custom product fields you want to pass into PandaDoc pricing table into the field set below. Click “Save” when you are done.
- Don't forget to add your custom product information into your opportunity record.
Now you need to configure PandaDoc pricing table to accept custom product fields.
- Open your existing PandaDoc Template, find and click on your pricing table block.
- Click on “Add column” at the top right of the pricing table block to add a blank&plain column.
- Click on the column header and add the “Field Label” of the “Custom Product Field” you want in the pricing table.
- In the right sidebar, you will see “Column” settings. Check the box “Map column to custom field.”
- In the “Custom Field” box, enter in the “Product2.API Name.” For example, “Product2.Special_Notes.c” (you can find it in the products' custom fields and relationship section in Salesforce.)
Create and Send documents
Now that you've created and set up your template, you can proceed to creating and sending documents from Salesforce.
- Go to a record, scroll down to the PandaDoc module, click "New Document". If you're using Lightning, find the PandaDoc module under Details;
- Choose your template and assign recipients to roles, if applicable;
- Click "Start editing" and check your document: tokens, content, recipients list, reminders and Send your document;
- You can now go back to the record in Salesforce and track your document status;
- When a document is completed, its .pdf will show up under Notes&Attachments in the record.