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PandaDoc for Salesforce | Document Automation, CPQ & e-Signature

By PandaDoc

Document automation and CPQ built for Salesforce Revenue Teams

Starting at $49   USD/user/month

Discounts available for nonprofits

Try It
Industries
Healthcare & Life Sciences
High Tech
Manufacturing
Business Need
Sales
Contract Management
Document Generation
Requires
Sales Cloud
Compatible With
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ

Boost Salesforce’s ROI by integrating PandaDoc's features for document creation, e-signatures, and an end-to-end CPQ functionality. Provide your prospects with fast, error-free quotes in minutes — all from within Salesforce.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
PandaDoc/2.43 2.43.0
Listed On
02/12/2018
Latest Release
09/09/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 12
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 4
App Builder: 1
Community Builder: 0
Languages
Dutch
English
French
German
Spanish
Swedish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.59.1
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/06/2022

Additional Details

Join our 55,000+ customers transforming their revenue operations with the only document automation platform built specifically for Salesforce with enterprise CPQ capabilities. Proven Results: 46% decrease in create-to-complete time, 28% increase in documents sent per month, 20% increase in closed deals per month. Document-First CPQ: Unlike standalone CPQ tools, PandaDoc delivers quote-to-cash in beautifully branded documents that close deals faster. RevOps teams create guided selling playbooks so sales reps generate compliant, error-free quotes in minutes while maintaining your brand experience. Salesforce Integration: Two-way data synchronization with opportunities, contacts, products, and pricing data. One-click refresh updates documents with latest Salesforce data. Native compatibility with Revenue Cloud CPQ enables enterprise workflows without integration headaches. Templates and Security: Wide array of industry-specific templates including proposals, contracts, onboarding forms, and invoices. Built-in payment collection reduces average payment times. SOC-2 Type II certified and HIPAA compliant with document storage and audit trails.

Need help?

PandaDoc

San Francisco, CA, USA

PandaDoc Content Library : https://www.pandadoc.com/library/ Support / FAQ: https://support.pandadoc.com/hc/en-us PandaDoc Business Templates: https://www.pandadoc.com/templates/ PandaDoc Blog: https://blog.pandadoc.com/

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