This integration will allow you to create, send, and track documents from an Account, Contact or Opportunity within SalesforceIQ.
Plan availability: Business and Enterprise
Before you get started, make sure that you have a PandaDoc account (Don’t have one yet? Start a 14-day free trial.) and that you’ve installed the PandaDoc Chrome extension for SalesforceIQ (currently this integration is only available for Chrome browser users).
To install the Chrome extension, go to your PandaDoc account, Settings > Integrations, find SalesforceIQ, click on it and click “Install Chrome extension”:
Login to your SalesforceIQ account and access the PandaDoc panel
To access the PandaDoc panel, open any Opportunity or Contact stream. If you see a message to connect, click “connect” and login to your PandaDoc account.
Once you’re connected, you will see a list of related documents to an Opportunity or Contact.
Setup PandaDoc Templates to be used with SalesforceIQ CRM
Next, you should setup your templates and how you want to pull in data from SalesforceIQ. In the following sections, we will discuss the setup of “Roles” and “Tokens”.
Use of PandaDoc Roles, Tokens and templates to import Contact information
With the use of template Roles, you can pull contact information (First Name, Last Name, Email Address and Company) from a SalesforceIQ Opportunity record:
- Create a Role first: open your template, click Roles on the right, add a Role.
- Access Role tokens: click Content > Tokens, find your role tokens and copy and paste them on the template body.
Setup your tokens to pre-populate your documents with opportunity data
Tokens will save your time auto-filling information from an Opportunity or Contact into a document:
- To view all of the available data you can push from an Opportunity or Contact through tokens to a document, click on the gear icon -> “Tokens” tab.
- Copy the token name with the square brackets and paste it on your template.
From now on every document that you create from a deal within SalesforceIQ — using this template — will be prefilled with the Company Name and List item Revenue.
Tracking your documents
Once you’ve created your first document from SalesforceIQ and it has been gone through its lifecycle, you can track the status of the document by accessing the Opportunity Stream in SalesforceIQ and you will see the document on the right side within the PandaDoc module.
PandaDoc Module is hiding SalesforceIQ tool tips
If you need to view the dropdown areas for Settings and Contact/Accounts, you can disable the PandaDoc extension by clicking on the PandaDoc module in the Chrome browser on the top right. This will enable/disable the extension, so you can access SalesforceIQ Tool tips.