How can I filter for only high-value signatures?

DryMerge allows you to set criteria to filter for high-value signatures, ensuring only significant deals are converted into opportunities.

Can I use this with Pipedrive instead of Salesforce?

Yes, you can use this with Pipedrive instead of Salesforce. Just describe the necessary changes, and DryMerge will set up the automation for Pipedrive.

Which people use this automation? What do they use it for?

This automation is used by sales teams who need to quickly and efficiently convert signed documents into actionable opportunities within Salesforce.

PandaDoc + Salesforce

Send PandaDoc Signatures to Salesforce as Opportunities

Automatically turn signed PandaDoc documents into new Salesforce opportunities, ensuring you never miss a lead.

Document Signed

Triggers when a document is signed in PandaDoc.

Create Opportunity

Adds new opportunities to Salesforce based on signed documents.

See more PandaDoc to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Sync PandaDoc Document Statuses with Salesforce Opportunities

PandaDoc + Salesforce

Generate PandaDoc Documents from New Salesforce Opportunities

PandaDoc + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send PandaDoc signatures to Salesforce as opportunities"

Send PandaDoc signatures to Salesforce as opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with PandaDoc + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.