Accelerate revenue growth with the PandaDoc integration for Salesforce

Consolidate your sales tools with an integration that brings all of PandaDoc into the Salesforce environment. Generate accurate quotes, track real-time insights, and close deals fast.

68,000+ businesses count on PandaDoc for superior sales tools

Close deals even faster using the PandaDoc and Salesforce integration

Win more without adding busywork

Create, send, and track documents right from Salesforce, saving time and reducing manual data entry, with 2-way sync.

Stand out from the crowd with custom quotes

Set yourself apart from your competitors with custom quotes that are tailored to each customer and reflect your brand’s unique identity.

Extend the ROI of Salesforce with PandaDoc

Speed up sales with a single tool for document creation, contract management, and signatures, managing the entire quote-to-cash process in one platform.

Fast, accurate quotes without the back and forth

PandaDoc CPQ for Salesforce automates pricing, approvals, and contracts, so your team can close deals all in one place.

Get unbeatable visibility for your whole revenue team

• Set conditional rules for products and pricing.
• Create step-by-step playbooks for every sale.
• Generate professional-looking proposals.
• Close deals faster by avoiding escalations.

Close deals without leaving Salesforce

Automate quotes, proposals, and eSign in one connected flow – see how PandaDoc keeps your sales process moving fast.

Frequently asked questions

• 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 PandaDoc to your live Salesforce instance.

• Where do I learn more about how to configure the Salesforce integration?

If you’re interested in using the PandaDoc Salesforce integration to benefit your business, it’s quick and easy to do so without requiring the help of a coding professional. To find info about how to get set up, you can read all the necessary information on how to configure the app in our handy help article.

• How can I customize the Salesforce integration?

Leverage the PandaDoc API for deeper customization of your Salesforce CRM integration. Customize the PandaDoc Salesforce integration through the use of numerous customizable templates that are easy for everyone to use, regardless of their role in your company.

Streamline your document workflow

Get personalized 1:1 demo with our product specialist.

• Tailored to your needs
• Answers all your questions
• No commitment to buy

ChiliPiper increased their close rate by 28% after implementing PandaDoc.

Schedule your free live demo

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