# Pandadoc salesforce integration

> To install the PandaDoc integration, search for PandaDoc for Salesforce on Salesforce AppExchange, click Try It Free, select your sandbox, confirm your info, and continue to installation. Log in, add your custom domain, choose who to install the app for, grant third-party access, and find it in Installed packages.

Canonical: https://livedemo.ai/tutorials/how-to-connect-salesforce-to-pandadoc/
Apps: Salesforce, PandaDoc
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a34c1ab56e05a00fd933c/preview?step=1

## Steps

1. Head over to Salesforce AppExchange and search for PandaDoc for Salesforce.
2. Hit the Try It Free button.
3. Select Try in your sandbox .
4. Now, check if your account info is correct and click on Continue to Installation .
5. We now have to move to login to your Salesforce account by clicking the Log In & Install .
6. Click on Use Custom Domain to add your salesforce domain.
7. Add your custom domain name and hit Continue .
8. Choose who you are installing the app for and hit Install .
9. Grant Third Party Access and hit Continue.
10. You will find your apps in the Installed packages in Settings > Advanced Setup >Installed Packages .