How to Connect Salesforce to PandaDoc

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Here’s a step-by-step tutorial on how to connect Salesforce to PandaDoc:

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1. Direct your browser to Salesforce AppExchange and find PandaDoc for Salesforce.
2. After locating the app, click Try It Free.
3. From available options, select Try in your sandbox.
4. Look over account information and press Continue to Installation.
5. Start Salesforce authentication with Login & Install.
6. Choose Use Custom Domain to proceed with domain setup.
7. Register your custom domain and select Continue.
8. Review installation parameters and click Install.
9. Process Third Party Access and choose Continue.
10. Locate installed packages in Settings > Advanced Setup > Installed Packages.