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Ideas to Improve PandaDoc: Integrations

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Select a template automatically salesforce

Choose the PandaDoc template automatically based on salesforce field value or salesforce product

21 votes

AdminVladislav Avsievich (Admin, PandaDoc) shared this idea · Jun 10, 2021 · Admin →

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Savannah Faulkner commented · April 1, 2026 10:19 AM

We have multiple PandaDoc templates, and the correct template ID is stored in a custom field on the Quote record in Salesforce. When a user clicks our "Send with PandaDoc" button, we want PandaDoc to open directly with that specific template, without requiring the user to manually choose from the template list.

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