Hi all, looking for someone who has experience in integrating Pandadoc with Salesforce.
The idea for this small project is to install Pandadoc in Salesforce and to make some basic configurations, like:
1/ the main aim of the trial period would be to test the contract production, redlining and signing tracking processes.. attempt to do simple tests of whatever limited CPQ functionality is available in the trial
2/ only need to trial a few of the standing data fields to populate from SF (e.g Company Name, address, contract start date) anything more is a bonus.
3/ For the CPQ lines, 2 or 3 items for trial is plenty (e.g. no. Of users x seat price ; no. Of service days x day rate ;). Just enough to show we can populate from SF and maybe test what happens if we make a change in the PD document to see if it populates back to SF.
4/ Tests:
Simple one - Initiate an order to generate a document ; send it ; sign it; store it
Legal tests - Initiate a document ; apply some changes with both private and public comments ; send it; see what the recipient can see regarding the private comments; sign it, store it
for this small demo my budget is 100$-150$