Pandadoc salesforce integration
- George Apostolov
Pandadoc salesforce integration: step-by-step guide
Head over to Salesforce AppExchange and search for PandaDoc for Salesforce.
Hit the Try It Free button.
Select Try in your sandbox.
Now, check if your account info is correct and click on Continue to Installation.
We now have to move to login to your Salesforce account by clicking the Log In & Install.
Click on Use Custom Domain to add your salesforce domain.
Add your custom domain name and hit Continue.
Choose who you are installing the app for and hit Install.
Grant Third Party Access and hit Continue.
You will find your apps in the Installed packages in Settings > Advanced Setup >Installed Packages.
Quick answer: 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.
About this Salesforce tutorial
Integrate PandaDoc within Salesforce by searching AppExchange, logging into your sandbox, configuring domain settings, and granting installation access. This guide covers pandadoc salesforce integration in 10 steps, starting with "Head over to Salesforce AppExchange and search for PandaDoc for Salesforce" and finishing with "You will find your apps in the Installed packages in Settings > Advanced Setup >Install...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does pandadoc salesforce integration take?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce and PandaDoc. Related guides: Seismic salesforce integration, Servicenow salesforce integration and Skilljar salesforce integration. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
