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How to Set Up Salesforce Integration with PandaDoc CPQ

Overview​

Integrating PandaDoc CPQ with Salesforce allows you to create workflows, sync line items, automate approvals, and generate documents directly from your Salesforce Opportunities. This guide provides step-by-step instructions on installing, configuring, and using the integration.

Watch the Video Tutorial​

Prerequisites​

Before setting up the integration, ensure that:

  • You are a PandaDoc Workspace Admin.
  • You have access to Salesforce with appropriate permissions.
  • The PandaDoc CPQ add-on is enabled.

Step 1: Connecting PandaDoc to Salesforce​

  1. Go to PandaDoc Settings.
  2. Click Integrations and open Salesforce.
  3. Ensure that Salesforce is connected.
    • If it's already connected, no additional setup is required.
    • If not, click Connect and follow the authorization steps.
  4. Select Production or Sandbox.
    • Workato only supports one active connection at a time.
    • Choose Sandbox for testing or Production for live data.

Step 2: Enabling the "PandaDoc Workflows" Component in Salesforce​

To make the PandaDoc Workflows component visible on the Opportunity page, follow these steps:

  1. Go to Salesforce Setup.
  2. Navigate to Custom Settings > PandaDoc Settings.
  3. Click Manage > New.
  4. Enter the following values:
    • Name: PANDADOC_CPQ_FEATURE_ENABLE
    • Value: true
  5. Click Save.

Now, the PandaDoc Workflows card will be available on the Opportunity page layout.

Step 3: Setting Up the Integration in a Workflow​

  1. Open your PandaDoc Workflow Builder.
  2. Locate the Pull Data from Integration step.
  3. If the Salesforce integration is not authorized, click Change.
  4. Select Salesforce as the integration.
  5. Click Connect and authorize the connection in Workato.
  6. Select Production or Sandbox based on your environment.
  7. Once connected, the workflow will be able to pull data from Salesforce.

Step 4: Mapping Data from Salesforce​

  1. In the workflow, navigate to the Quote step.
  2. Ensure that line items are pulled from Salesforce.
  3. Use the refresh option to fetch the latest data.
  4. Optionally, configure a form to allow user input before generating a document.
  5. Ensure that all necessary fields are synced back to Salesforce.

Step 5: Publishing and Using the Workflow in Salesforce​

  1. Publish the workflow to make it available in Salesforce.
  2. Open Salesforce Opportunities.
  3. Locate the PandaDoc Workflows component.
    • If not visible, follow Step 2 to enable it.
  4. You will see:
    • Existing workflows that can be resumed.
    • The option to create a new workflow.

Creating a New Workflow from Salesforce​

  1. Click Create a New Workflow.
  2. Select one of the published workflows.
  3. Click Next to start the workflow.
  4. The workflow will pull data from the same opportunity where it was started.
  5. On the Quote Creation step, verify that:
    • The correct price and quote line items are displayed.
    • Changes are saved and synced back to Salesforce.

Step 6: Generating and Sending a Document​

  1. Proceed to the document creation step.
  2. Assign roles for the sender and the recipient.
  3. Review the generated document.
  4. Click Send to finalize the document.

Step 7: Syncing Data Back to Salesforce​

  1. Once the document is sent, opportunity stage updates automatically.
  2. Salesforce will:
    • Sync the sent document to the Opportunity record.
    • Update the stage (e.g., changing to "Proposal Sent").
    • Attach the finalized document to the record.

Key Benefits of the Integration​

  • Automated Quote Syncing: Pull and push quote line items dynamically.
  • Seamless Document Generation: Generate and send contracts from within Salesforce.
  • Stage Automation: Automatically update opportunity status based on workflow actions.
  • Real-Time Data Sync: Ensure all pricing, approvals, and terms are up to date.

Now your PandaDoc CPQ for Salesforce integration is fully set up, allowing you to manage quotes and documents effortlessly!