Salesforce: 2-Way Sync
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Warning:
To use 2-way sync, you must have access to Salesforce API.Note:
In PandaDoc setup under Document Trigger Setting, if you don’t see the four triggers as described below, make sure you have the latest Salesforce version.You can update fields in Salesforce with PandaDoc documents data using Zapier. Learn here more.
For developers, you can find GitHub documentation here outlining how to set up custom classes and triggers in the PandaDoc integration with Salesforce.
Update opportunity status when PandaDoc status is updated
You can set up automatic Opportunity status update once PandaDoc status is changed.
To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup". Scroll down to “Document trigger settings”. Enable “Change Opportunity Status Trigger” and click “Setup”.
As of now, you can configure automatic Salesforce Opportunity status update for the following PandaDoc statuses:
- Document Sent
- Document Viewed
- Document Completed
- Document Draft
- Document Declined
- Document Deleted
Once you map your statuses, click Save.
If you need more status mappings -> please submit an idea on the idea portal or email us at support@pandadoc.com.
Save updates to documents to “Notes and Attachments”
You can save all document updates as notes under “Notes and Attachments” in Salesforce.
- To enable this feature in Salesforce, click on the “+” at the top and then click “PandaDoc Setup.” Scroll down to “Document trigger settings”, enable “Documents Activity Trigger” and click “Setup”.
- To finish configuring “Documents Activity Trigger, select the object where PandaDoc module is installed and click “Save”.
The following info is saved to Notes:
- {PandaDoc user} created a document {Document name}.
- {PandaDoc user} sent a document {Document name} to {Recipients}.
- Document {Document name} was viewed.
- Document {Document name} has been completed.
- Document {Document name} was signed by {Signer name}.
- Document {Document name} is waiting for payment.
- New revision for {Document name} document has been created. (is displayed when document is sent and edited afterwards)
- Document {Document name} expired.
- Document {Document name} was paid.
- Document {Document name} was declined.
- Document {Document name} was deleted.
If you want to push more changes to Notes, please submit an idea on the idea portal or email us at support@pandadoc.com.
Save PDF version of PandaDoc to “Attachments”
You can save PandaDoc document PDF as attachment under “Notes and Attachments” section in Salesforce.
To enable this feature in Salesforce, click on the “+” at the top and then click “PandaDoc Setup". Scroll down to “Document trigger settings”, enable “Save PDF version of PandaDoc to Files (new)” and click “Setup”.
Note:
you can refer to https://help.salesforce.com/articleView?id=collab_files_differences.htm&type=5 to learn the difference between files and attachments.Configure statuses that will trigger a PDF upload.
You can also configure Attachment name format. To do that, copy merge fields/tokens (e.g. [documentName]) suggested in the tooltip on the right and paste them into the “Attachment name format” field.
Note:
[today] stands for today date, [now] stands for today date + time.
Once done – “Save” the configuration.
Update Opportunity Products when PandaDoc pricing table is updated
You can have Opportunity Products updated automatically when PandaDoc Pricing table in the document is changed.
To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup'. Scroll down to “Document trigger settings”, enable “Update Opportunity products”.
How the trigger works:
- The 2-way sync works only for Opportunity Products.
- Opportunity Products are updated once status of a PandaDoc document is changed.
- The following standard Opportunity Product fields can be updated automatically:
- In the “Configure Pricing items” mapping (Step 1 in the hyperlinked guide) you need to make sure that SKU field is mapped – use product code field for mapping.
Note:
This trigger works for Editable QTY as well, i.e. when your recipient is allowed to update product quantity (learn more here, Step 6).If you have any feedback, please tell us more on our idea portal or email us at support@pandadoc.com.
You can also set up your custom trigger, but that requires advanced coding. To see examples of the code that you will need to add, please see the Salesforce Custom Trigger Guide here.
Troubleshooting
PDFs aren’t attached to Files, although other triggers work
Known reason: PD_API in Remote Site Settings is not set as active.
Solution:
- Go to SalesForce Setup
- Enter “Remote Site Settings” in the Quick find bar and click on it
- Check whether the value in “Active” column is checked for PD API
- Click Edit and tick the checkbox to activate if it is unchecked
- Click “Save”. Here is the GIF showing the steps described:
Check Remote site settings
- In SFDC, click Setup
- Under the Settings section, expand “Security” and select "Remote Site Settings"
- Find PD_API (you will see PandaDoc as the NameSpace) -> Click Edit
- Verify the remote site URL is "https://api.pandadoc.com"
- Then verify that the Active checkbox is ticked
Your settings should look like the last screenshot.
Make sure triggers are set up correctly
Check to see that your "Save PDF version" trigger, and "Document activity" trigger are both enabled and configured for the object you are using:
