How To Get Started With PandaDoc for Salesforce

The future of document generation in 2025 would be speed, personalization, and seamless integration. With the increased dependency of businesses on AI & automation, the demand for effective tools that streamline workflows while ensuring personalized customer experiences is on the rise.

Tools like PandaDoc with Salesforce integration are changing the way businesses work on document generation to create compelling quotes and proposals. This integration minimizes manual data entry, enhances the speed and accuracy of creating proposals, and enables sales teams to focus more on building relationships and closing deals.

Whether you are a sales executive racing against time or a team leader pilled up with multitasking & aiming to boost productivity & efficiency, integrating PandaDoc with Salesforce can revolutionize how you handle proposal generation. 

This detailed blog on PandaDoc integration with Salesforce will guide you through getting started, combining the strengths of PandaDoc and Salesforce, and showcasing its features, benefits, and implementation process.

Table of Contents

• Salesforce & PandaDoc Overview
• Prerequisites for Integration
• How Does PandaDoc and Salesforce Integration Work?
• How To Integrate PandaDoc for Salesforce
• How to Install PandaDoc in Salesforce
• How to Create Documents in PandaDoc

Salesforce & PandaDoc Overview

Salesforce is a cloud-based CRM platform designed to manage customer relationships, analyze data, and streamline business processes. In addition to its core CRM functionalities, Salesforce offers advanced IoT, analytics, and AI tools like Salesforce Einstein & Agentforce, making it a versatile solution for businesses in any industry. With Salesforce’s integrations, companies can extend their capabilities toward faster and more personalized customer interactions.

Introduction To PandaDoc

PandaDoc is a cloud-based document management software for creating professional proposals, contracts, and other business documents. It lets teams personalize documents with images, videos, and signatures, fostering better client relationships. 

Features of PandaDoc

• Ease of Use: Drag-and-drop features for easy document creation.
• eSignatures: Speed up processes with eSignature functionality integrated.
• Customizable Templates: Personalize documents according to client needs.
• Real-Time Analytics: Monitor views, edits, and signatures of documents.
• Secure Storage: SOC 2 Type 2 compliance for secure storage of documents.

Prerequisites to Integrate Salesforce & PandaDoc

Before integrating PandaDoc into Salesforce, make sure the following are in place:

• A Salesforce org with admin access.
• You should know about Salesforce and PandaDoc.
• Proper user permissions on both ends.

How PandaDoc & Salesforce Integration Works

The PandaDoc and Salesforce integration seamlessly merges CRM data with document generation.

This integration will remove the hurdle of manual entry as teams use pre-built templates filled with Salesforce data. Key highlights:

• Automate the proposal creation process.
• Sync Salesforce opportunities directly into PandaDoc.
• Enhance collaboration by letting teams edit and finalize documents much faster.

Key Features of PandaDoc for Salesforce Integration

Seamless Document Generation

Generate documents directly from Salesforce records with ease.

Real-Time Tracking

Track views, interactions, and eSignatures on documents without leaving Salesforce.

Custom Workflows

Automate document-related workflows, such as sending contracts after a deal is closed.

Secure eSignatures

Compliant eSignature capabilities that simplify approvals and ensure legal validity.

Analytics and Reporting

Gain insights into document performance and customer interactions.

How to Install PandaDoc in Salesforce

• Navigate to App Launcher in Salesforce.
• Click on View All, then search for “PandaDoc” on AppExchange.
• Select PandaDoc and click Get It Now.
• Log in to your Salesforce account and follow the installation prompts.
• Once installed, configure the integration in the PandaDoc settings.

• Pandadoc was successfully installed in Salesforce.org.

How to create a document in PandaDoc?

PandaDoc offers a simple drag-and-drop interface for seamless document creation:

• Easily add text, images, videos, and other elements to your document

• Include tables or dynamic pricing tables in the document.

• Add products manually or directly from your catalog into the document.

Catalog products are as shown below:

•  Products added to the document from catalog.

• Drop elements like signatures, initials, dates, radio buttons, and dropdowns as needed.

•   Add Salesforce object field variables directly into your document.

• Add multiple recipients, allowing them to sign and receive document copies.

• Manage, invite collaborators, send, and view the document seamlessly.

The final document is shown below:

Conclusion

In the near future, businesses must embrace tools that help them work smarter and innovate. Integrating PandaDoc with Salesforce is a robust solution for organizations seeking to transform their document workflows. With features like automated templates, real-time tracking, and eSignatures, PandaDoc empowers teams to create impactful proposals faster than ever.

Are you ready to get started with PandaDoc for Salesforce in 2025? For a seamless setup and personalized assistance, hire effective & scalable CRM services & make the most of Salesforce & PandaDoc integration. Contact us today for expert support in implementing and optimizing PandaDoc for your business. 

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