PandaDoc + Salesforce integrationDocuments built from the record and sent for signature in one click
We connect PandaDoc to Salesforce so reps send engagement letters, agreements and forms from the record. The document is filled from Salesforce, the recipients are already set, and every signed and pending document shows up on the record, with a weekly report of what is still waiting.
- Send from Salesforce, with recipients filled in
- Documents filled from the record
- Signed and pending documents on the record
900+ integrations completed · Salesforce partner · We sign BAAs
- • Document status
- • Pending documents
- • Document request
- • Recipients
- • Field values
- • Sender
Copying the deal into a document, then chasing it
Reps copy names, emails, fees and terms from Salesforce into PandaDoc, pick the recipients by hand, and lose track of what has been signed. Managers find out a letter is still unsigned when the client goes quiet.
What it does
What the PandaDoc + Salesforce integration handles
A send app in Salesforce
An app installed in Salesforce that sends documents to PandaDoc through its API, without leaving the record.
Recipients filled in
The client, a spouse or other signer filled in from Salesforce, with an email selector for the right address.
CC recipients
Extra people copied on the document, with several emails allowed.
Documents filled from the record
Engagement letters, agreements and forms built from Salesforce fields, using your PandaDoc templates.
Sender set
The right sender on each document, so replies reach the rep or the team.
Ready-to-send check
A confirmation step that shows who will receive the document before it goes out.
Signed and pending on the record
A Documents tab with signed and pending documents together.
Pending signatures report
A weekly email of documents still waiting for a signature, plus PandaDoc reports in Salesforce.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect PandaDoc to Salesforce.
AimingData that flows
PandaDoc + Salesforce integration: both directions, field by field
- Document requestFrom the send app on the record
- RecipientsClient, spouse or other signer, and CC emails
- Field valuesNames, addresses, fees and terms filled into the template
- SenderSet per document
- Document statusSigned or pending, on the Documents tab
- Pending documentsIn a weekly report by email
See your own PandaDoc + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
PandaDoc + Salesforce integration: the hard parts, already solved
Second signers
Spouse and second signer fields mapped so they fill in on every document that needs them.
Several email addresses
An email selector so the rep picks the right address when a contact has more than one.
Template layout
Templates checked so forms print on the right pages, with no blank extra pages.
API limits
Field mapping re-checked after an API limit reset, so recipients keep filling in.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the PandaDoc + Salesforce integration goes live
- 1
Free call
We look at the documents you send, your templates and your Salesforce fields.
- 2
Mapping
Templates, fields and recipients mapped to Salesforce, written down.
- 3
Build and test
The send app and status updates built and tested with sample documents.
- 4
Go live
Reps trained, the weekly report running, and support if templates change.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the PandaDoc + Salesforce integration is for
- Sales teams that send engagement letters, agreements or forms after a call
- Managers who need to see what is still waiting for a signature
- Firms that use PandaDoc templates and Salesforce
PandaDoc + Salesforce integration FAQ
Can we send PandaDoc documents from Salesforce?
Yes. We install a send app in Salesforce that fills the document from the record and sends it through PandaDoc.
Who receives the document?
The recipients set from Salesforce, such as the client and a spouse, plus any CC emails the rep adds.
Can we see what has been signed?
Yes. Signed and pending documents sit together on the record, and a weekly email lists everything still waiting.
Can it fill in forms as well as letters?
Yes. Any PandaDoc template can be filled from Salesforce fields, including government forms.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.