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How to Set Up Salesforce Integration with PandaDoc CPQ

Seamlessly integrate PandaDoc CPQ with Salesforce to streamline your quoting process and accelerate deal closures. This integration enables you to:

  • Generate quotes and proposals directly from Salesforce Opportunities
  • Automatically sync product and pricing data
  • Track document status within Salesforce
  • Manage approvals and workflows
  • Maintain data consistency across both platforms

System Requirements​

  • PandaDoc: Active Enterprise subscription with CPQ add-on
  • Salesforce: Sales Cloud or Enterprise edition
  • Permissions:
    • Salesforce Admin access
    • PandaDoc Workspace Admin rights

Step 1: Installing PandaDoc Add-on from AppExchange​

Begin by installing the PandaDoc integration through Salesforce AppExchange:


Step 2: Connecting PandaDoc to Salesforce​

Establish the connection between PandaDoc and Salesforce:

Connection Steps​

  1. Navigate to Settings > Integrations in PandaDoc
  2. Locate and select Salesforce
  3. Click Connect if not already connected
  4. Choose your environment:
    • Production: For live business operations
    • Sandbox: For testing and development

Step 3: Enabling PandaDoc Workflows in Salesforce​

Configure the PandaDoc Workflows component for your Salesforce Opportunity pages:

Advanced Integration Techniques​

Learn how to leverage the Salesforce integration within your PandaDoc workflows:

Explore advanced synchronization between PandaDoc and Salesforce: