PandaDoc

Insights on Salesforce Lightning latest improvements.

Salesforce Lightning changelog

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

Salesforce integration passes data from Salesforce objects (Opportunities, Leads, Contacts, Accounts, and custom objects) to documents.

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

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

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

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

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

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.

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

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

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

 Articles for PandaDoc - Salesforce integration 

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