🧱
Document Assembly
A drag-and-drop template builder with a shared content library keeps every proposal on-brand.
Core Module Salesforce - PandaDoc Implementation & Integration
Your Proposals Shouldn't Take Longer Than the Deal Itself.
PandaDoc automates document generation, approval, and eSignature inside Salesforce — Twopir configures it to your exact quote-to-cash workflow.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Salesforce & HubSpot Partners
AI Delivery
Trusted By
Sales Operations RevOps Leaders Contract & Legal Teams Proposal Managers Account Executives Finance & Billing Teams CPQ Admins Deal Desk Sales Operations RevOps Leaders Contract & Legal Teams Proposal Managers Account Executives Finance & Billing Teams CPQ Admins Deal Desk
Certified & Partnered
Salesforce Partner HubSpot Partner PandaDoc Implementation Partner Agentforce
Where Firms Stall
The Real Cost Is Operational Friction.
📝
Proposals Built From Scratch Every Time
Reps copy Salesforce data into Word or Google Docs by hand, burning 30–45 minutes per document. Every manual copy is a new chance for a pricing error.
⌨️
Data Re-Entered by Hand
Billing addresses, line items, and tax rates get typed again for every quote. It's a high-risk, low-value task duplicated across every single deal.
🎨
Branding Drifts Rep to Rep
Every sales rep's document looks a little different — fonts, layouts, logo placement. That inconsistency erodes buyer confidence right at signature time.
✍️
Signature Sits Outside the Deal
Customers bounce between an email attachment and a separate eSignature portal. Each extra step is a day added to the close cycle.
🕳️
No Visibility After Send
Once a proposal is emailed, it disappears. Reps have no idea if it was opened, reviewed, or ignored until they manually chase the customer.
Platform Context
Salesforce Runs the Deal. PandaDoc Runs the Paperwork.
🔗
Native Salesforce Data Binding
Every field, from Opportunity to Order, maps directly into a document token — no middleware layer required.
✅
Built-In eSignature, Not Bolted On
Legally binding signatures live inside the same workflow as document generation, so there's no handoff to a separate tool.
🧩
Conditional Content at the Template Level
One template serves multiple deal types, product bundles, and regions through logic-driven sections instead of duplicated files.
🔒
SOC 2 and HIPAA-Ready Out of the Box
The compliance posture regulated industries — healthcare, financial services, legal — need is already built into the platform.
Platform Capabilities
What PandaDoc Puts Inside Your Salesforce Org.
🔄
CRM Field Sync
Opportunity, Account, Contact, and Order fields populate documents automatically — no manual entry.
Automation🖊️
eSignature
Legally binding signatures with digital certificates, timestamps, IP tracking, and encryption built in.
Compliance🧠
Conditional Logic Templates
Sections show or hide based on deal type, product mix, or region, so one template covers every scenario.
Automation📊
Real-Time Document Tracking
Sent, Viewed, Signed, and Completed status syncs back to the Salesforce record the moment it happens.
Visibility💰
CPQ & Quote Generation
Quotes built from Salesforce CPQ push straight into a branded, signature-ready document.
Revenue Capture🧭
Approval Workflows
Documents route through the right approvers automatically before they ever leave the building.
Automation📱
Mobile Access
Reps generate, send, and check document status from iOS, Android, or web without returning to a desktop.
Speed🗂️
Centralized Document Library
Every signed agreement, invoice, and proposal lives on its Salesforce record, fully reportable and audit-ready.
GovernanceDelivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase One
Discovery & Field Mapping
We audit the full document workflow — every field, approval step, and downstream system a document touches — and map each one to a Salesforce source.
Phase Two
Template & Logic Build
We build dynamic PandaDoc templates with conditional content, mapped tokens, and brand rules so one template covers every deal type.
Phase Three
Integration & eSignature
We connect PandaDoc to Salesforce Opportunities, Orders, and CPQ, activate eSignature, and configure bi-directional status sync back to the record.
Phase Four
Centralization & Handover
We make Salesforce the single source of truth for every document, then train your team to manage templates and read the reporting independently.
Outcomes
The Outcomes Firms Actually Come Back For.
Proposals in Under 60 Seconds
A fully branded, data-accurate proposal generates from a single Salesforce click — not 45 minutes of manual formatting.
Zero Manual Data Entry
Customer details, line items, pricing, taxes, and totals all pull from Salesforce automatically, every time.
Consistent Branding on Every Document
Templates enforce fonts, layout, and logo placement regardless of which rep or region sends the document.
Live Pipeline Visibility
Sent, Viewed, Signed, and Completed statuses show inside Salesforce in real time — no chasing required.
Faster Quote-to-Cash
eSignature-ready documents reach the customer the same day a deal is structured, removing approval friction from the close.
One System of Record
Every proposal, invoice, and signed agreement lives on its Salesforce record, fully reportable and audit-ready.
Common Scenarios
Where We See PandaDoc Deliver Most.
Sales Proposals at Volume
Teams generating 100+ proposals a month need every quote pulling live pricing, discounts, and terms without a rep touching a spreadsheet. We build the template logic so volume stops being the bottleneck.
Contract & Legal Turnaround
Legal teams need conditional clauses, approval routing, and a clean audit trail before a contract ever reaches a signature block. We configure the approval chain to match how your legal team actually reviews.
CPQ-to-Invoice Handoff
Sales ops teams running Salesforce CPQ need quotes and invoices generated and signed without leaving the Opportunity record. We connect CPQ output directly into PandaDoc so pricing never has to be re-keyed.
HR & Onboarding Documents
People teams need offer letters, NDAs, and onboarding packets generated and signed at the same speed as a sales contract. We extend the same template and eSignature pattern beyond the sales org.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We Map Your Document, Not PandaDoc's Demo
Every template is built against your actual field structure, approval chain, and deal types — not a generic sample.
02
We Build the Sync, Not Just the Send
Bi-directional status sync back to Salesforce is standard in every engagement, not an add-on.
03
We've Done This on CPQ, Not Just Opportunities
Quote-to-invoice automation across Salesforce CPQ is a repeatable pattern for us, not a first attempt.
04
We Hand Over Admin Control, Not a Black Box
Your team leaves able to edit templates and read the reporting themselves.
05
We Work Inside Your Compliance Requirements
SOC 2 and HIPAA-aligned configurations for regulated industries are standard practice, not a special request.
"The problem is rarely that a sales team lacks software. The problem is that the systems underneath quoting, contracts, billing, and signature were never designed to work together under real deal pressure."
Twopir Consulting — Certified Salesforce architects. PandaDoc implementation specialists.
PandaDoc Setup & Configuration
Business-Specific Workflow Design
Template & Document Library Management
eSignature & Approval Automation
Reporting, Dashboards & Operating Visibility
12+ Years Salesforce & HubSpot Delivery
500+ Clients Served
Serving: US | Canada | UK | UAE | Australia | New Zealand
Salesforce Partner
HubSpot Partner
AI Delivery
Frequently Asked Questions
Questions RevOps Teams Ask Before We Start.
How long does a PandaDoc–Salesforce implementation take? +
Most engagements run 6–8 weeks across four phases — discovery, template build, integration, and handover — depending on how many document types and approval paths need mapping.
Does PandaDoc work with Salesforce CPQ? +
Yes. We connect PandaDoc directly to Salesforce CPQ so quotes generate with live pricing and push straight into a signature-ready document without manual re-entry.
Is PandaDoc's eSignature legally binding? +
Yes. PandaDoc's eSignature uses digital certificates, timestamps, IP address tracking, and encryption, and it's recognized as legally binding across the US, UK, EU, and most other major markets.
Can PandaDoc handle regulated industries like healthcare or financial services? +
Yes. PandaDoc is SOC 2 certified and HIPAA compliant, and we configure the implementation to meet the specific compliance requirements of regulated industries.
What happens to our existing templates and documents? +
We migrate your existing branding, clause libraries, and document types into PandaDoc's template structure so nothing gets rebuilt from scratch or lost in the transition.
Do our sales reps need training to use it? +
We run structured handover sessions so reps and admins can generate documents, manage templates, and read the reporting independently before we close out the engagement.
Get Started
Ready to Generate Every Proposal from a Single Salesforce Click?
We'll map your document workflow and show you exactly what's slowing your close cycle down — at no cost.
We work across US EST, UK GMT, and AEST time zones — response within 24 hours guaranteed.
