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You can now go back to the record in Salesforce and track your document status.

Click Continue and check your document: variables, content, recipients list, reminders and Send your document.

Choose a template or select the templates you’d like to bundle, then select Add items and assign recipients to roles, if applicable.

Go to a record, find the PandaDoc module, and click New Document.

Now that you've created and set up your template, you can proceed to creating and sending documents from Salesforce. The columns will be populated with custom product field values.

Next time you start a document from Salesforce, use this template.

In the template, you can delete the products from the pricing table, but make sure you keep the custom field columns.

Your new template will open in a new browser tab.

Then, click the vertical ellipses in the top right corner and select Convert to Template.

Create a document and unhide custom product fields.If adding custom fields from hidden columns every time you create a document seems like too many clicks, there's a way around that. Learn about PandaDoc’s integration with Salesforce in this course. Sync data between Salesforce and PandaDoc (not available on Group and Professional editions).Status tracking: You can track document status in Salesforce.Create documents: You can create PandaDoc documents from Salesforce Opportunities, Accounts, Contacts, Leads, and custom objects.Products: Transfer product information from Salesforce deals to PandaDoc pricing tables.Variables: You can pass information from Salesforce to PandaDoc documents automatically with the help of variables.Update a document with field values from Salesforce.Link a document to an Opportunity in Salesforce.Pass Product data from Salesforce into PandaDoc pricing tables.Passing information from Salesforce into PandaDoc (via fields).Passing Recipients from Salesforce to PandaDoc.Passing Salesforce fields into PandaDoc.Pass data from Salesforce into PandaDoc.Configure PandaDoc for a Salesforce object.

Install PandaDoc package on AppExchange.

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