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Fix PandaDoc → Salesforce Sync Issues (Not Working, Errors, Duplicates)

🔧 2 Common Issues

Diagnose and resolve common sync problems. We've documented the 2 most common issues, their root causes, and exactly how to fix them. See step-by-step fixes for duplicates, missing fields, rate limit errors, and connection issues.

high Moderate Frequency

Client sees raw code like `[Opportunity.Amount]` in the proposal instead of the price

Also searched as: "PandaDoc Salesforce client sees raw code like `[opportunity.amount]` in the proposal instead of the price"

#1 Field Deletion or Rename 80% likely

📋 How to Diagnose

  1. 1. Check the Salesforce Opportunity Object.
  2. 2. Was the field renamed or deleted recently?
  3. 3. PandaDoc tokens rely on the exact API name at the time of template creation.

✓ Solution

Refresh the tokens in the PandaDoc template editor. If the field was deleted in SF, remove the token or map a new field.

⏱️ Est. time: 10 min

View Setup Guide
medium High Frequency

Signed PDF is not appearing in 'Notes & Attachments' or 'Files' in Salesforce

Also searched as: "PandaDoc Salesforce signed pdf is not appearing in 'notes & attachments' or 'files' in salesforce"

#1 Oauth Token Expiry 70% likely

📋 How to Diagnose

  1. 1. PandaDoc > Settings > Integrations > Salesforce.
  2. 2. Is the status 'Connected'?
  3. 3. Sometimes the refresh token expires if the integration user changes their password.

✓ Solution

Disconnect and Reconnect the Salesforce integration in PandaDoc settings.

⏱️ Est. time: 5 min

View Setup Guide

Step 1: Try the Official Integration

Direct connection

Start with the native integration if available. It's usually the most reliable, but may have limitations.

View Setup Guide

Free with your subscription

Step 2: Use Make for Custom Flows

No code automation

Create custom integration workflows with Make's visual designer. It works with almost any API.

Try Make Free →

1000 ops/mo free. No credit card.

Step 3: Self-Hosted with n8n

Full data control

Need complete data privacy? n8n is open-source and self-hostable. Build custom integrations with full control over your data.

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Open source. Self-host or cloud. Unlimited ops.

Step 4: Add Human Review

Approval automation

Relay adds human-in-the-loop approvals, Slack/Teams alerts, and conditional logic to your automation.

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1000 actions/mo free. No credit card.