How PandaDoc Helps in Creating Sales Proposal in Salesforce CRM

The Role of PandaDoc for Creating Sales Proposals in Salesforce

In today’s competitive sales landscape, quickly generating Salesforce proposals is essential for success. Efficient data entry and organization are crucial, and the PandaDoc and Salesforce integration helps by speeding up the process. This integration allows for rapid creation of Salesforce proposals and other documents. Learn how to create a proposal in Salesforce in just six simple steps.

1. Design Your Template Using PandaDoc in Salesforce

Before you access your customer data in Salesforce.com, you need to create a professional quote or proposal template.

Log into PandaDoc to use the editor for crafting a proposal tailored to your business. If you prefer not to build from scratch, you can start with one of the 1000+ templates available in the PandaDoc library.

While designing the template, incorporate variables and custom fields for dynamic information such as names, addresses, dates, products, and pricing. Ensure this data aligns with your Salesforce records.

Include essential elements like marketing materials, pricing tables, and e-signature fields in your standard proposal. Once your template is ready, save it for your team’s use. Now, you can proceed to log into your Salesforce account.

2. Access the PandaDoc Module from Any Opportunity Page in Salesforce

In Salesforce, select the PandaDoc module on any existing opportunity page. This module is your entry point to PandaDoc.

By choosing “New Document,” you can view PandaDoc information within Salesforce. You can either use existing templates or create new documents.

PandaDoc’s proposal and opportunity page layouts offer more flexibility than Salesforce Classic or Salesforce CPQ. This integration eliminates the need to manually copy/paste data from Salesforce to PandaDoc templates.

Utilize merge fields and custom variables to automatically populate necessary details. Products selected in Salesforce will be added to the pricing table, and Salesforce contacts will be added as document signers, allowing for seamless electronic signatures.

3. Track Your Documents Inside Salesforce with PandaDoc

PandaDoc integration also enables you to track document status within Salesforce. You’ll be notified when prospects or clients open, view, comment on, or sign a document in real-time.

This integration streamlines proposal management, saving time compared to traditional email quotes or managing multiple PDF quotes for a single opportunity.

4. Link Opportunities to Your PandaDoc Documents

If you prefer creating documents in PandaDoc before using Salesforce, you can manually link PandaDoc documents to Salesforce opportunities.

PandaDoc displays essential opportunity information such as creation date, status, and value, centralizing data and simplifying access. This is beneficial for sales and marketing teams using multiple platforms, ensuring all information is consolidated in Salesforce.

5. Update Your Documents with CRM Refresh

Opportunities change frequently, and customers need updated documentation. Manual updates of PDFs sent via email can slow down the sales process.

With PandaDoc’s Salesforce integration, updates are seamless. Make changes to the customer’s opportunity products in Salesforce CRM, then use the “Import from CRM” button in PandaDoc to refresh proposal data and update all variables automatically.

6. Keep Sales Opportunities Up to Date with Document Triggers

For better sales pipeline visibility, map Salesforce opportunity status to PandaDoc proposal documents.

This integration updates the opportunity status automatically as customers interact with your document, eliminating the need for manual updates. This ensures all systems remain in sync.

By integrating PandaDoc  in Salesforce, you can optimize workflows and streamline data entry, allowing for the quick and easy creation of Salesforce proposals. This will enhance the value of your CRM and improve overall efficiency.

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