Salesforce CPQ: Foundations
The PandaDoc and Salesforce CPQ integration allows you to streamline your quote creation process by directly using the information you already have in your CRM in your PandaDoc Documents. This 15 to 20-minute course will help you learn how to set up the integration and make the most of its features. (Learn more...)
Salesforce CPQ Integration: Foundations
The PandaDoc and Salesforce CPQ integration allows you to streamline your quote creation process by directly using the information you already have in Salesforce CPQ in your PandaDoc documents. This 15 to 20-minute course will help you learn how to set up the integration and make the most of its features. Starting with the foundational concepts, you will move through the course beginning with setting up the integration and concluding with improving collaboration and efficient quote creation. The included videos and simulation will provide an engaging experience with multiple knowledge checks along the way to ensure understanding.
This course is designed for:
- PandaDoc Account Owner and Admins
- Sales Professionals who use Salesforce CPQ for quote management
- Users wanting to create templates or documents with information from Salesforce CPQ
In this course, you will learn how to:
- Configure the integration between PandaDoc and Salesforce CPQ
- Customize templates to automatically extract data from Salesforce CPQ when creating documents
- Create PandaDoc documents directly from your Salesforce CPQ account
Availability
Salesforce CPQ is a paid add-on for Business and Enterprise plans