Note: This guide covers the functionality of the latest version of the PandaDoc <> Salesforce integration.
Availability:
PandaDoc: Business Annual* and Enterprise Annual plans*
*This integration is available as a paid add-on.Salesforce: “Professional”, “Enterprise”, “Unlimited”, “Developer edition”, "Performance".
Note: Pandadoc does not support Salesforce Platform Integration user types.
The integration will work for Opportunities, Leads, Contacts, Accounts, and custom objects.
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Install PandaDoc package on AppExchange
Note: You must have Salesforce Admin rights to install and configure the PandaDoc module.
Log into your Salesforce account and open PandaDoc for Salesforce on SFDC AppExchange.
- To install the package in Production, select "Get It Now"
- To install the package to Sandbox, select "Try it free".
If you see the pop-up to log into Trailblaze.me, select Login
Select Continue with Salesforce or sign up for a free Trailblaze.me account if you don't have one yet
Next, select Allow
Choose the environment where you'd like to install PandaDoc package
Note: The environment you select must match the one you've connected in the step above
Confirm installation details and check the box “I have read and agree to the terms and conditions.” Click Confirm and Install
Select 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. Select Done once it’s finished
Your installed package will be displayed under Installed Packages in the Salesforce setup.
Assign preconfigured permission sets
After installing the PandaDoc package, assign the appropriate permission set to each user.
Two preconfigured permission sets are available:
PandaDoc Admin – For users who manage the Salesforce integration in the PandaDoc workspace, configure mappings, administer the package, and create documents.
PandaDoc User – For users who create documents.
Assign these permission sets to Salesforce users to ensure they have the necessary access to PandaDoc package objects.
To assign a permission set:
In Salesforce, go to "Setup".
Use the Quick Find bar to search for "Permission Sets".
Select either PandaDoc User or PandaDoc Admin, then click "Manage Assignments".
Click "Add Assignments", select the users, and click "Assign".
Connect PandaDoc and Salesforce
Note: View our setup guide found in the bottom right corner of the Salesforce tab in PandaDoc for a quick and easy integration setup.
In PandaDoc, go to Settings, then under API and Integrations, click on Salesforce. Next, click on Start setup and choose where you would like to enable the integration: Sandbox or Production environment
You may need to log into Salesforce at this point. Click “Allow” to authorize PandaDoc access to Salesforce
Your PandaDoc account is now connected to Salesforce. Proceed to install the PandaDoc package on AppExchange as described in the next section.
This integration allows to create, track and pass data to PandaDoc documents in multiple workspaces. Enable the integration once and log into the desired workspace. In the Related Documents section, you will see only the documents created within the integration and located inside the workspace you are logged into.
Configure PandaDoc module for a Salesforce object
Note: The instructions below showcase Opportunity configuration but you can use this guide for any other object.
Warning: A Salesforce account must have a My Domain to use the PandaDoc Lightning component.
Open an Opportunity record
In the top right corner, click the gear icon, select Edit Page from the dropdown
You will be transferred to the Edit mode where you can add the PandaDoc module to the page layout
On the left panel, scroll down and find the PandaDoc Documents Lightning component
Drag and drop it on the page layout, wherever you like
You can add as many PandaDoc components as you like
When you add it, adjust the component height and the display mode:
Related documents will show all documents created from an Opportunity, and Template selection will show templates to create documents from
Click Save in the top right, then Activate in the pop-up
Select Assign as Org default, assign form factor, and click on Next
After that, review the assignment and click Save
Click Save on the top right and return to your Opportunity
Your PandaDoc module is installed for the object.
Configuration steps for PandaDoc.eu accounts
To configure your PandaDoc.eu account, you will need to make three important changes:
Update PandaDoc Settings to use pandadoc.eu domain:
In Salesforce, go to "Setup"
In the QuickFind search bar look for "Custom Settings"
Select "Custom Settings"
Select "Manage" next to "PandaDoc Settings"
Select "Edit" for PANDADOC_APP_HOST and PANDADOC_DOCSERVICE_HOST
Change domain from
comtoeuand click "Save"
For PANDADOC_APP_HOST you must have https://app.pandadoc.eu/sdk/ domain value.
For PANDADOC_DOCSERVICE_HOST you must have https://api.pandadoc.eu/public/v1/documents/ domain value.
Add api.pandadoc.eu to Remote Site Settings.
In Salesforce, go to "Setup"
Select "Remote Site Settings"
Select "Edit" next to PD_API
Change domain from
comtoeu
Add https://*.pandadoc.eu to Trusted URLs
In Salesforce, go to "Setup"
Select "Trusted URLs"
Select "Edit" next to PandaDoc
Change domain from
comtoeu
Make sure "Active" checkbox is checked. Save.
Learn how to configure your template to pass information from Salesforce and generate PandaDoc documents here. Troubleshooting steps can be found here.