Salesforce + PandaDoc

Connect PandaDoc with Salesforce to generate, send, and track proposals directly from your CRM. Faster workflows, fewer admin tasks.

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What It Is

Salesforce + PandaDoc Integration

The PandaDoc + Salesforce integration lets your team create, send, and track proposals, quotes, and contracts directly within Salesforce. Automated data syncing ensures documents are accurate, consistent, and personalized. With approvals, templates, and workflows integrated, your sales team can focus on closing deals instead of manual tasks. The result: faster sales cycles, fewer errors, and improved visibility across your pipeline.

Benefits

Key Outcomes

Empower your team with faster workflows, fewer errors, and full visibility by integrating Salesforce and PandaDoc.

Faster Proposals

Generate proposals, quotes, and contracts directly from Salesforce records, eliminating the need for manual data entry.

Faster Proposals

Generate proposals, quotes, and contracts directly from Salesforce records, eliminating the need for manual data entry.

Faster Proposals

Generate proposals, quotes, and contracts directly from Salesforce records, eliminating the need for manual data entry.

Data Accuracy

Auto-populated Salesforce fields ensure every document is precise and error-free. Saving you hours of manual entry.

Data Accuracy

Auto-populated Salesforce fields ensure every document is precise and error-free. Saving you hours of manual entry.

Data Accuracy

Auto-populated Salesforce fields ensure every document is precise and error-free. Saving you hours of manual entry.

Real-Time Tracking

Monitor document status, views, and signatures without ever leaving Salesforce. Real-time visibility.

Real-Time Tracking

Monitor document status, views, and signatures without ever leaving Salesforce. Real-time visibility.

Real-Time Tracking

Monitor document status, views, and signatures without ever leaving Salesforce. Real-time visibility.

Workflow Automation

Streamline approvals, notifications, and routing to speed up your Salesforce process.

Workflow Automation

Streamline approvals, notifications, and routing to speed up your Salesforce process.

Workflow Automation

Streamline approvals, notifications, and routing to speed up your Salesforce process.

Team Collaboration

Keep sales, marketing, and operations aligned with shared templates and centralized updates.

Team Collaboration

Keep sales, marketing, and operations aligned with shared templates and centralized updates.

Team Collaboration

Keep sales, marketing, and operations aligned with shared templates and centralized updates.

Scalable Processes

Easily scale with templates and workflows as your team grows - with processes that just work.

Scalable Processes

Easily scale with templates and workflows as your team grows - with processes that just work.

Scalable Processes

Easily scale with templates and workflows as your team grows - with processes that just work.

Results

Client Results

"Ben at Pure Proposals is awesome! Absolutely calm, deeply knowledgeable, over-delivered, an outstanding result. Provided tangible business benefits with the integrations he completed. I recommend him highly. I will engage him and Pure Proposals again."

Kym Wallis

Founding Director

Yes. Generate automated proposals, quotes, and contracts from Salesforce Opportunities, Leads, Contacts, and Accounts, saving time and reducing errors.

Ready to take your PandaDoc proposals to the next level?

Let’s design a proposal process that’s faster, cleaner, and more reliable. Whether you’re new to PandaDoc or scaling your team, we’ll help you close more deals - with less admin.

Book a call

Ready to take your PandaDoc proposals to the next level?

Let’s design a proposal process that’s faster, cleaner, and more reliable. Whether you’re new to PandaDoc or scaling your team, we’ll help you close more deals - with less admin.

Book a call

Ready to take your PandaDoc proposals to the next level?

Let’s design a proposal process that’s faster, cleaner, and more reliable. Whether you’re new to PandaDoc or scaling your team, we’ll help you close more deals - with less admin.