Salesforce: How to configure PandaDoc for Quote Object

By: Vera Kozlova

'Out of the Box' the PandaDoc integration with Salesforce works with Opportunities, Leads, Contacts, and Accounts; but you can also add the PandaDoc module to custom objects. 

You can add PandaDoc to any custom object just by following these easy steps!

Step 1 – Add standard JSON data Builder for Quote Object. Go to PandaDoc Settings in SFDC, then scroll to “Object customization settings”, press “PandaDoc Quick Setup”, add “Quote”:

Step 2 – Map related lists to Quote that will be used for Recipients and Products mapping.

1. Navigate to Quote (within “Object customization settings” section), press “Setup”.
2. In “Pricing Items related list” select “Quote Line Item” – that’s the object where quote products are stored.
3. In “Referenced recipients” select “Contact ID”. It will automatically pull the contacts from the quote record into the PandaDoc document. 

Step 3 – Configure Recipients and Products mapping.

Recipients:

1. Go to the “Salesforce to PandaDoc data flow” area of PandaDoc Settings. Press on “Configure Recipients”.
2. Add Quote object to the mapping table:

 3. Configure recipients for Quote object. Map salesforce fields with PandaDoc role variables (columns on the mapping table):

You should map by Contact ID fields. It will pull the contact person from the “Prepared for” section on the Quote record. 

Products:

1. Go to the “Salesforce to PandaDoc data flow” area of PandaDoc Settings. Press on “Configure Pricing Items”.
2. Add Quote Line Item object to the mapping table:

3. Configure products for Quote Line Item object. Map salesforce fields with PandaDoc pricing table fields (columns):

If you map “Name Field” by “Line Item ID.Product ID.Product Name” and “Description” by “Line Item Description” – the product name and description won’t be pulled in. 

Your Turn

Let us know what custom objects have you added PandaDoc to and how has it helped get deals done faster?