How to Connect Salesforce to PandaDoc

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to connect your Salesforce account to PandaDoc for seamless document generation and e-signature workflows.

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Here’s a step-by-step tutorial on how to connect Salesforce to PandaDoc:

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Direct your browser to Salesforce AppExchange and find PandaDoc for Salesforce.
After locating the app, click Try It Free.
From available options, select Try in your sandbox.
Look over account information and press Continue to Installation.
Start Salesforce authentication with Login & Install.
Choose Use Custom Domain to proceed with domain setup.
Register your custom domain and select Continue.
Review installation parameters and click Install.
Process Third Party Access and choose Continue.
Locate installed packages in Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Connecting Salesforce to PandaDoc eliminates the tedious back-and-forth of manually creating documents from CRM data. You can generate contracts, proposals, and agreements directly from your Salesforce records with a single click.

The real advantage goes beyond convenience—this integration creates a unified audit trail where document status, signature completion, and contract modifications automatically sync back to your opportunity records. This means your entire sales team stays informed about deal progress without switching between platforms, and you maintain complete visibility into your sales pipeline from initial contact through signed contract.

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