Quick summary
The PandaDoc Salesforce integration is installed directly through Salesforce AppExchange, allowing sales teams to create, send, and track documents without leaving their CRM. This step-by-step process covers finding the app, authenticating your Salesforce account, and completing the package installation in a sandbox or production environment.
Steps
- Go to Salesforce AppExchange and search for PandaDoc for Salesforce.
- Click the Try It Free button on the PandaDoc listing page.
- Select Try in your sandbox to install in a sandbox environment.
- Verify your account information is correct, then click Continue to Installation.
- Click Log In & Install to proceed to your Salesforce account login.
- Click Use Custom Domain to enter your Salesforce domain.
- Enter your custom domain name and click Continue.
- Choose who you are installing the app for, then click Install.
- Grant Third Party Access and click Continue to finalize the installation.
- Once installed, find the app under Settings > Advanced Setup > Installed Packages.
