PandaDoc

CRMs

Insights on Salesforce Lightning latest improvements.

Salesforce Lightning changelog

Salesforce: Authentication Methods in PandaDoc-Salesforce Integration

Install and configure PandaDoc in Salesforce Lightning with steps to connect, configure, and customize integration for Salesforce objects

Salesforce Lightning. Install and configure PandaDoc

Learn how to pass data from Salesforce objects to PandaDoc documents and send them.

Salesforce Lightning. Create and send PandaDoc documents

The list of common issues in Salesforce Lightning and troubleshooting steps to fix them.

Salesforce Lightning. Troubleshooting

Learn how to sync PandaDoc with Salesforce for importing/exporting data, updating opportunities, and automating document workflows.

Salesforce 2-Way Sync

Automate Salesforce updates when PandaDoc document status changes, including updating products, opportunity stages, and attaching PDFs.

Salesforce automations

If you have a document created in PandaDoc that you want to link to an Opportunity in Salesforce, we’ve got you covered!

Link a document to an Opportunity in Salesforce

Create and send PandaDoc documents from Salesforce records, auto-populate data and pricing, and sync contacts and products.

Salesforce Classic

If you created a “Custom Object” in Salesforce add the PandaDoc module to it to pass data from your custom object in SFDC into PandaDoc.

Salesforce Classic: Add PandaDoc to custom objects

Map opportunity product fields with specific pricing table columns to pass information from Salesforce to PandaDoc pricing tables.

Salesforce. Map pricing table columns with fields

Salesforce. Map quote builder columns with fields

Map your opportunity products to specific pricing tables or pricing table sections.

Salesforce. Mapping products to pricing tables and pricing table sections

PandaDoc's integration with Salesforce CPQ allows you to easily generate, customize, and eSign quotes from within Salesforce CPQ.

Salesforce CPQ integration with PandaDoc

Automate your document workflows with PandaDoc CPQ for Salesforce. Integrate CRM data, create forms, quotes, and generate proposals.

PandaDoc CPQ for Salesforce

 Articles for PandaDoc - Salesforce integration 

Salesforce

HubSpot CRM. Map product fields with quote builder columns

Merge rules allow you to pull products from your HubSpot deal to specific pricing table sections and/or specific pricing tables in your documents.

HubSpot CRM. Mapping products to pricing tables and pricing table sections

Column mapping with HubSpot allows you to easily pull deal product fields into specific pricing table columns in PandaDoc.

HubSpot CRM. Map product fields with pricing table columns

HubSpot CRM changelog

PandaDoc integration with HubSpot enables data transfer between HubSpot and PandaDoc, automating document creation and pricing updates.

HubSpot CRM

Learn how to automate updates to HubSpot deal stages, properties, and line items based on PandaDoc document status changes with this guide.

HubSpot automations

HubSpot workflows

Articles on PandaDoc - Hubspot integration 

HubSpot

This article will guide you through the process of pulling product descriptions from Pipedrive into PandaDoc pricing tables using a custom field.

Pipedrive. How to pass product description into pricing table

Integrate PandaDoc with Pipedrive to manage the full sales cycle, working with Organization, People, and Deal objects in Pipedrive.

Pipedrive

With Pipedrive automations you can set up two-way sync with PandaDoc to pass data and trigger updates.

Pipedrive automations

Article on PandaDoc - Pipedrive integration 

Microsoft Dynamics. Map product fields with pricing table columns

Microsoft Dynamics changelog

With Microsoft Dynamics CRM you can create, send, and track documents from Opportunity, Account, Contact, Quotes, and custom entities.

Microsoft Dynamics. Installation Guide

Microsoft Dynamics 365 data-import integration

This integration lets you create, send, and track documents from various entities in Microsoft Dynamics CRM.

Microsoft Dynamics. Create and send PandaDoc documents

Set automations in templates to streamline workflow with PandaDoc and Microsoft Dynamics.

Microsoft Dynamics automations

Automatically upload completed PandaDoc documents to SharePoint. Learn how to set up the automation recipe.

SharePoint automations

Articles on the PandaDoc - Microsoft Dynamics integration 

Microsoft Dynamics

PandaDoc’s integration with monday.com allows you to easily create, track, and view your documents within any project you’re working on.

monday.com

This integration allows you to pass information from Zendesk Sell into PandaDoc (via fields); pass product data into PandaDoc pricing tables; create and track documents from Zendesk Sell.

Zendesk Sell

This integration allows you to create, send, and track quotes, proposals, and contracts from within SugarCRM.

SugarCRM

Freshsales

This integration will allow you to create, send, and track documents from Opportunities, People and Company objects from Copper.

Copper

Nutshell <> PandaDoc integration will allow you to create, send, and track documents from Leads, People, and Companies objects from Nutshell.

Nutshell

This integration will allow you to create, send, and track documents from Contacts, Organizations, Leads, Opportunities and Projects within Insightly.

Insightly

Pass products, and data via variables, create documents from Accounts, Contacts, Deal/Potential, Lead and Quotes objects in Zoho CRM.

Zoho CRM

Automations available for Zoho CRM and how to configure them in PandaDoc.

Zoho automations 

Zendesk Sell automations

Nimble

Article on PandaDoc integration with your CRM 

Other CRM integrations

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pandadoc.com

Idea portal

Training

Product updates

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