Salesforce Lightning. Install and configure PandaDoc

Availability:

• PandaDoc:  Business Annual* and Enterprise Annual plans*
• Salesforce: “Professional”, “Enterprise”, “Unlimited”, “Developer edition”, "Performance".

*This integration is available as a paid add-on.

The integration will work for Opportunities, Leads, Contacts, Accounts, and custom objects.

Connect PandaDoc and Salesforce

1. In PandaDoc, go to Settings, then under Integrations, click on Salesforce. Next, click on Start setup and choose where you would like to enable the integration: Sandbox or Production environment
2. You may need to log into Salesforce at this point. Click “Allow” to authorize PandaDoc access to Salesforce
3. Your PandaDoc account is now connected to Salesforce. Proceed to install the PandaDoc package on AppExchange as described in the next section.

Install PandaDoc package on AppExchange

1. Log into your Salesforce account and open PandaDoc for Salesforce on SFDC AppExchange. Select Get It Now
2. If you see the pop-up to log into Trailblaze.me, select Login
3. Select Continue with Salesforce or sign up for a free Trailblaze.me account if you don't have one yet 
4. Next, select Allow
5. 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
6. Confirm installation details and check the box “I have read and agree to the terms and conditions.” Click Confirm and Install 
7. Select Install for All Users, then click Upgrade/Install
8. Select “Yes, grant access to these third-party web sites” and click Continue
9. 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.

Configure PandaDoc module for a Salesforce object

1. Open an Opportunity record
2. In the top right corner, click the gear icon, select Edit Page from the dropdown
3. You will be transferred to the Edit mode where you can add the PandaDoc module to the page layout
4. On the left panel, scroll down and find the PandaDoc Documents Lightning component
5. Drag and drop it on the page layout, wherever you like
6. You can add as many PandaDoc components as you like
7. 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
8. Click Save in the top right, then Activate in the pop-up
9. Select Assign as Org default, assign form factor, and click on Next
10. After that, review the assignment and click Save
11. Click Save on the top right and return to your Opportunity
12. Your PandaDoc module is installed for the object.

Configure Trusted Site Settings in Salesforce

1. From Setup, in the QuickFind search, enter Trusted, and click "Trusted URLs".
2. Under Trusted URLs, next to domain, click "Edit".
3. In the URL, enter the URL in this format: https://app.pandadoc.my.salesforce.com
4. Make sure that Active and all the directives in CSP Directives section are selected.
5. Save your changes.

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:
  1. In Salesforce, go to "Setup"  
  2. In the QuickFind search bar look for "Custom Settings"
  3. Select "Custom Settings" 
  4. Select "Manage" next to "PandaDoc Settings"
  5. Select "Edit" for PANDADOC_APP_HOST and PANDADOC_DOCSERVICE_HOST
  6. Change domain from com to eu and 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. 

1. In Salesforce, go to "Setup"
2. Select "Remote Site Settings"
3. Select "Edit" next to PD_API 
4. Change domain from com to eu

•  Add https://*.pandadoc.eu to Trusted URLs

1. In Salesforce, go to "Setup"
2. Select "Trusted URLs"
3. Select "Edit" next to PandaDoc
4. Change domain fromcom to eu
5. 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.

Want to learn more about our Salesforce integration? Check out our Salesforce Integration: Foundations course on the PandaDoc Learning Academy!