Salesforce Lightning. Install and configure PandaDoc
Note:
This guide covers the functionality of the latest version of the PandaDoc <> Salesforce integration.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.
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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 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.
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. Select Get It Now
- 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.
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.
Configure Trusted Site Settings in Salesforce
- From Setup, in the QuickFind search, enter Trusted, and click "Trusted URLs".
- Under Trusted URLs, next to domain, click "Edit".
- In the URL, enter the URL in this format: https://app.pandadoc.my.salesforce.com
- Make sure that Active and all the directives in CSP Directives section are selected.
- Save your changes.
Configuration steps for PandaDoc.eu accounts
Warning:
Please proceed with the following steps only if you have a Padnadoc EU server account.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
com
toeu
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.
- In Salesforce, go to "Setup"
- Select "Remote Site Settings"
- Select "Edit" next to PD_API
- Change domain from
com
toeu
- Add https://*.pandadoc.eu to Trusted URLs
- In Salesforce, go to "Setup"
- Select "Trusted URLs"
- Select "Edit" next to PandaDoc
- Change domain from
com
toeu
- 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.