Integration scope
Reps are able to send PandaDocs to prospects with data, products, and pricing that they entered in Sellfire without leaving Sellfire.
Requirements
- You need a PandaDoc account type that has API access. This is typically an Enterprise account.
- You must have at least one PandaDoc template created.
- If you would like variable data in the PandaDoc from what Reps enter in Sellfire, the PandaDoc template must use variables in Content Blocks instead of fields.
- If you would like pricing that Reps enter in Sellfire to populate in the PandaDoc, you must use a pricing table in your PandaDoc template.
- If you have a signature in your template, you must assign a role to it. If you do not, the document will not send to the prospect, but you will still be able access it in the PandaDoc dashboard.
- To support the payment option in PandaDoc, the signer must be added as
an assigned payer on the PandaDoc template detail page.
Getting started
Authenticate into PandaDoc via Sellfire
To get started with the integration, first, you will need to authenticate PandaDoc via a Sellfire Enablement Edition. To do this, login with your Enablement Edition, and navigate to the System Configuration section by clicking on the gear icon in the left navigation bar. Then click on the Integrations sub tab on the left-hand side, and click Connect in the PandaDoc tile (shown below).
You will then be taken to the PandaDoc login page (shown below) where you can enter your admin PandaDoc credentials to authenticate Sellfire with PandaDoc. Accept the prompt to authenticate, and you will then be taken back to Sellfire.
Once successfully authenticated, the toggle will indicate Connected with a blue background in the PandaDoc tile (shown below).
Create your templates in PandaDoc
Next, you'll need to ensure that you have templates that you would like to use in Sellfire created in PandaDoc. Templates are pre-built documents in PandaDoc that can have tokens that you can use to fill the template with data from Sellfire. Click here to learn more.
Note: When building a PandaDoc template, variables must be used in
Content Blocks (shown below), not fields.
Pricing table support
Sellfire can push sales data that Reps select in the Make Sale flow to PandaDoc pricing tables. A pricing table houses sale items, price, discounts, and quantity. All you need to do is include one in your PandaDoc template and everything else will be handled.
Payment Support
In order to support the payment option in PandaDoc, the signer must be added as
an assigned payer. This is something you will need to do in PandaDoc on the
template detail page. On the right side, you will see a green dollar sign. Click it and
you will see the following:
Select the signer from this list. If you do not see the signer in this list, please add it. Otherwise, the signer will not have the option to pay after the document is signed.
Manage which templates are available in Sellfire
Navigate to Manage Templates found under the More Actions section of the PandaDoc tile (shown below).
You'll be taken to a page where you can see a list of and toggle on or off all of your available templates (shown below). Be sure to click Re-sync Templates at the top right of your screen to ensure you have the most-recent list of your templates.
Once toggled on, Reps will be able to select them as part of their Make Sale flow.
Map the fields in each template
Back on the PandaDoc tile, click More Actions > Configure Field Mapping. This will take you to the Field Mapping screen (shown below).
Note that no fields will be mapped when you initially go to this page. In the upper right corner, select the PandaDoc template that you would like to map.
You will need to complete this mapping for every field in every template that you allow reps to use in Sellfire; even if the same field is already mapped in another template.
Once you have determined if you are mapping a Sellfire system or a custom field, click the Map System Field or Map Custom Field button at the top right of the mapping table.
Add PandaDoc to the Make Sale flow
After you have authenticated into PandaDoc, in System Configuration > Your Organization > Make Sale Configuration, you will have the option of adding a page that Reps will see when closing sales in Sellfire. This will first appear as a hidden page (shown below). Click the eye icon next to the PandaDoc hidden page to make it visible, and once it's in the top section, drag / drop the page where you would like it to appear in the Reps' Make Sale flow.
Rep experience
Requirements
The lead must have a valid email address in the primary email field on the Sellfire lead.
Make Sale flow
Once a Rep click's Make a Sale at the right of their current call screen, they will be taken to the Make Sale flow that has been configured for them in System Configuration > Your Organization > Make Sale Configuration. Once at the PandaDoc page (shown below), they can select any templates that have been made available to them by Enablement users. If a PandaDoc is not required, Reps can click SKIP at the bottom of that PandaDoc page.
Once a template is selected, all tokens that you have available in PandaDoc will populate to the rep (shown below). If there is any data in those fields already in Sellfire, they will populate with that data. Reps can add and edit any data in those fields.
Once the Rep has validated the fields that will push to the PandaDoc contract, they can send the PandaDoc to the prospect by either clicking NEXT (if there is another page in the Make Sale flow) or CONFIRM SALE (if the PandaDoc page is the last page in the Make Sale flow) at the bottom of the page.
Prospect experience
Once the Rep initiates the send from Sellfire, the prospect will receive an email from PandaDoc with a link to the contract (shown below).
Once clicked into, they'll see the contract where they can view and sign (shown below).
