Integration

New Salesforce integration update takes the effort out of building and sending docs

New Salesforce integration update takes the effort out of building and sending docs

Savvy sales teams use the harmonious PandaDoc + Salesforce integration to improve deal workflow, insights, and speed while providing an amazing buying experience. The newest, Lightning-ready version boosts sales productivity while offering exciting new features, better performance, and new time-saving automation. 

If you are already using the integration, your PandaDoc Admin can upgrade your account in minutes via the Salesforce Appexchange and you can start reaping the benefits immediately.

Level up your productivity within Salesforce.

With one click, sales reps can update documents by pulling in the most up-to-date deal information from Salesforce.

Link documents to Salesforce opportunities from PandaDoc and keep all documents centralized, visible, and easily accessible within Salesforce.

Track opportunity status from PandaDoc and instantly see a deal’s progress in real-time from either system.

See it all come together in this 1 minute demo

More power for admins and teams!

We want your team focused on selling, managing opportunities, or growing the business — not building, filling out, and re-creating documents.

  • It’s now much easier to configure the PandaDoc integration in Lightning.  The Lightning App Builder allows you to build a page view in minutes. You’ll be able to build a highly customized environment where your sales reps can view, and create documents, all from one place.
  • The latest version comes with more flexible recipient mapping options to help with document customization. You can now pull recipient data from any field, including Salesforce objects.

Don’t miss out, upgrade now!

This upgrade can be easily installed no matter what package you’re on. It only requires 3 steps!

  1. Ask your Salesforce Admin to head to the Salesforce AppExchange. 
  2. Click “Get it now”.
  3. Select “Install for All Users” and wait for the package to install.

If you’re a first time user of the integration, this guide provides step-by-step instructions on how to get started. If you need additional assistance, please contact your customer success manager or contact support at support@pandadoc.com.

Take a demo with one of our product specialists