Zoho CRM

Availability: Business and Enterprise plans

Start PandaDoc documents from Accounts, Contacts,  Deal/Potential, Lead and Quotes objects in Zoho CRM.

Watch an overview video:

Features:

Variables: You can pass information from Zoho CRM to PandaDoc documents automatically with the help of variables.

Products: Transfer product information from Zoho CRM deals to PandaDoc pricing tables.

Create documents: You can create PandaDoc documents from Zoho CRM Accounts, Contacts, Deal/Potential, Lead, and Quotes.

Status tracking: You can track document status in Zoho CRM.

Install the integration

Install PandaDoc in Zoho CRM:

1. Login into your PandaDoc account, here. In order to install, you must be logged into your PandaDoc Account;
2. Go to Zoho CRM to Setup  > Marketplace > All Extensions > Search for PandaDoc. Once reviewed, click on the button “Install”;
3. Confirm your Zoho CRM account and agree to Terms and Service;
4. Next, review and confirm which team members of your Zoho CRM account to use the integration. If you want “All Users”, choose “Install for all users”, then click on the “Confirm” button;
5. Once completed, you will receive a message, “Your extension has been installed successfully”;
6. Next, “Authorize” connection with the PandaDoc account and complete the steps in order to fully connect the two applications together.

Enable ZohoCRM integration in PandaDoc.

1. Log into PandaDoc, go to Settings > API & Integrations >  ZohoCRM and you will see a list of instructions.
2. Choose Zoho zone: .eu, .com, .au, or .in (depending on what ZohoCRM version you are using);

Pass data from ZohoCRM to PandaDoc

Before you start sending out documents from ZohoCRM, set up your template to pass data from ZohoCRM.

Use PandaDoc Roles to import Contact information

With template Roles, you can import contact information (first name, last name, email address, company, phone, job title, street address, city, postal code, country, state/region) from a ZohoCRM. Please note, role variables are not available to eSignature plan users.

In case you pre-assign a recipient on the template level, they will be automatically assigned to the role when the document is created.

1. Create a Role first: open your template, click Manage at the top, add a Role.
2. Access Role variables: click the variables icon on the right panel, find your role variables and add them to the template.

Set up your variables to pre-populate your documents with deal data

Watch this setup in action:

Variables will save your time auto-filling information from a deal, company or people record into a document:

1. To view all of the available data that you can push from a record in ZohoCRM via variables to a document, open a ZohoCRM record, click on Send with PandaDoc -> Show PandaDoc tokens;
2. Copy a variable name with the square brackets and add it to the template.

Passing information from Zoho CRM into PandaDoc (via fields)

You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you don’t need to include square brackets.

In the list of tokens, copy the token without square brackets into Merge field.

Once the document has been sent, the recipient will see the pre-filled data and be able to update this field, provided the field has been assigned to them.

Pass product information 

Import product information into PandaDoc pricing table

What will be passed:

• Name
• Description
• Price
• Quantity
• Tax (only from Quotes in Zoho CRM)
• Discount (only from Quotes in Zoho CRM)
• Product code as SKU
• Custom product fields (only from Deals in Zoho CRM)

As with variables/tokens, you need to pre-set a template to accept product information from Zoho CRM.

1. Setup “Products” in Zoho CRM and add them to a Zoho CRM record (Contacts, Accounts, Lead, Deal/Potentials and Quotes);
2. In your template, select the pricing table you’d like to populate. Then go to the table’s Properties on the right side, and turn on the toggle that says “Data merge";

When you create a document from ZohoCRM using this template, your products will populate in the pricing table.

Import product information into PandaDoc quote builder 

You can send product information to a quote builder block from deals and quotes in Zoho. Start by adding a quote builder block to your template, then create a document from a deal or quote in Zoho.

Once you’ve created a document using this template, the following product information will be sent to the quote block:

• Name
• Description 
• Price 
• Quantity
• Tax (only from Quotes in Zoho)
• Discount (only from Quotes in Zoho)
• Product code as SKU
• Custom product fields (only from Deals in Zoho)

To unhide custom fields in your newly created document, click on the quote builder block, select Edit quote on the floating panel, select Add column at the top right of the section, then select your custom column from the dropdown under Show hidden.

Pass discounts, taxes and custom product fields

Within the integration, you can pass line item taxes and discounts from Quotes in Zoho CRM only. You can pass custom fields from deals in Zoho CRM. 

On a document (assuming you have created it from Zoho CRM):

1. Click on the pricing table and click the plus sign on the right side or right-click in any cell.
2. Under Add hidden, select your Discount, Tax, or custom product fields.
3. The discount/tax/custom field column will be added to the pricing table and the value from ZohoCRM will be displayed. 

Note:

In PandaDoc pricing tables, discounts and taxes are displayed as a flat amount. 

Sending a document through Zoho CRM

Now that you have setup the integration and templates, try creating a new document:

1. Go to a Zoho CRM record, click “Send with PandaDoc”;
2. Select your template, assign recipients to roles if applicable;
3. Check your document and send it out;
4. Go back to the Zoho CRM record, scroll down to PandaDoc Documents: you can track document status from there.

Save completed documents to attachments in Zoho

If you'd like to have completed PDFs saved in the attachment module in Accounts, Contacts, Deal/Potential, Lead, or Quotes within Zoho, you’ll need to have Email attachment enabled in the templates you use to create documents from Zoho.

By enabling Email attachment in Settings, you’ll ensure all your newly created templates and documents will inherit this feature.

To enable Email attachment for templates and documents you’ve already created, select Manage at the top of the page, then switch on the toggle for Attach a PDF to email under 'Recipient permissions'. 

Uninstall integration

To uninstall the integration from your Zoho CRM Account, go to Wrench icon > Setup > Marketplace > FindPandaDoc in Installed apps and click on “Uninstall”.

Troubleshooting

Authtoken limit for your account exceeded

Zoho CRM have set a limit on using their AuthTokens to avoid incorrect usage. If you see the error message like this:

All you need to do is to go to My account > Active AuthTokens and remove the unused AuthTokens.

Creating a document in the Any Object, does not send data over to PandaDoc

In order to resolve the issue, please go to Setup -> Customization: Modules -> Organize Modules, and move ‘Products’ from ‘Unselected Tabs’ to ‘Selected Tabs’ section. Since ‘Contact’ relates to its parent Account, ‘Account’ module also must be in ‘Selected Tabs’ section – to be able to import documents from ‘Contact’ module.