Document generation for Salesforce

Streamline your document creation process and simplify how your sales reps create, approve, send, and eSign business documents directly within Salesforce.

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Upgrade your Salesforce document generation process with PandaDoc

Quick docs, closed deals

PandaDoc offers document templates for every stage of the business process that allows for quick assembling of engaging, professional, and personalized documents. By integrating with Salesforce, document generation becomes even easier. Enable sales teams to automate how they populate customer and deal data from their CRM into their documents. Even when the details of a deal are changed in Salesforce, all it takes is one click to merge data that’s been updated into your docs.

Workflows that generate momentum

Create a smooth end-to-end workflow that makes sense for everyone on your sales team and keeps things moving fast. Lock content in docs, establish signing orders, set approval rules, and more. Cut down on cross-referencing systems by using our data sync capabilities that send Salesforce data to docs and doc data back to Salesforce fields. Gain instant access to the latest versions of your docs directly from your opportunities, contacts, or any other Salesforce object within your Salesforce account. Opt to link and attach PandaDoc documents to Salesforce records either automatically or manually.

Take the guesswork out of document generation

PandaDoc’s real-time document status updates communicate with Salesforce every time a prospect interacts with your document. This gives your team the insight to confidently predict any questions their prospects might have and the authority to act quickly at the most opportune time to collect an eSignature. Your team will benefit from storing all deal-related conversations and negotiations on proposals, quotes, and contracts in a central location embedded within the Salesforce platform.

Unlock automatic productivity

When you integrate PandaDoc with the Salesforce user interface, you’ll become more efficient thanks to document automation that allows for less time building docs and more time closing deals all while using your existing Salesforce environment. Teams can build and send business documents for electronic signatures in almost no time at all. Eliminate manual data entry with the click of a button all without leaving your CRM. Download the latest integration package from the official Salesforce AppExchange listing to get started.

"One of my reps tried it on the first day everything was up and running. I’m pretty sure he was able to create, send, and even receive a completed quote within minutes."

Scott Taylor

Director of Sales

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32 hours

saved per week

23%

increase in close rate

30%

increase in doc accuracy

Frequently asked questions

Where do I find the latest integration version?

The latest Salesforce integration version is available for download on the Salesforce AppExchange.

Do you support deployment in the Sandbox?

Yes, you can have a fully-functional free trial to test if PandaDoc meets your business needs without connecting the tool to your live Salesforce instance.