Automatically generating NDA with Salesforce

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JTF Marketing

• January 18, 2021 17:11

I'm trying to get an automatically generated NDA sent to potential clients who fill in a form requesting a quote on the website (if required). The information is sync-ed to Salesforce.

We have PandaDoc on Opportunities, so I'm thinking that the scenario is as follows: the field NDA Requested is updated to True and that triggers PandaDoc to create the NDA, pulling the information from the Opportunity and sends the NDA to the requester. Is that possible? Would I be able to use a custom trigger to have PandaDoc create a document from a template for me?

Thanks,

Maddie

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  Rocky Dohmen

  • January 20, 2021 18:46

  Hi Maddie,

  Unfortunately out of the box, this is not possible with the Salesforce integration. However, this is something that can be done via our API. For more on the API please follow this link, if you would like more info please let us know and we can have your Customer Success Manager reach out.

  With that said, we like the way you're thinking and will be expanding our capabilities into more one-click or no-click workflows in the future but there is no ETA on these types of updates. 

  Cheers!

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