How CPQ package on the Salesforce AppExchange Streamlined Document Handling for PandaDoc

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Meet the hero Meet the hero

PandaDoc is an all-in-one document automation software. It helps customers to easily communicate with customers through personalized, eSign documents, such as proposals, contracts, quotes, and more. 

The challenge The challenge

1. Meeting the technical requirements:
The Salesforce AppExchange has strict technical requirements that need to be met in order for a package to be approved. These requirements may include security and data protection standards, compatibility with different Salesforce editions and versions, and adherence to Salesforce’s coding and development best practices.

2. Creating a high-quality package:
In addition to meeting the technical requirements, companies must also create a package that is user-friendly, effective, and meets the needs of the target audience. This may involve designing an intuitive user interface, providing comprehensive documentation and support, and ensuring that the package delivers real value to users.

3. Passing the AppExchange security review:
All packages submitted to the AppExchange must undergo a rigorous security review to ensure that they meet Salesforce’s security standards and protect user data. This review can be a complex and time-consuming process, and it may require the company to make significant changes to its package in order to pass.


The customized solution was intended to handle domain-specific requirements while adhering to best industry practices and complying with standards and regulations. It also was expected to be tailored to the client’s brand and their specificities.

About the client
San Francisco, US
Founded in
The beginning of the project
Apr 2021
The end of the project
Jun 2023

Our solution

The Synebo team developed the Configure, Price, Quote (CPQ) package. Following Salesforce’s security best practices and guidelines we tested the package thoroughly for vulnerabilities before submitting it for review.

Here are just a few of the amazing things that the Synebo team accomplished while handling every aspect of the project
– Designed and developed a fully-fledged CPQ package
– Tested the CPQ package for vulnerabilities thoroughly
– Ensured a rigorous compliance with requirements and standards set
Technologies used
Provided services
ISV and AppExchange development
Salesforce consulting
Project management

The results The results

Upon the development and publishing of the CPQ package on the Salesforce AppExchange, the PandaDoc team was able to provide a seamless and integrated solution for document signing within the Salesforce platform. This improved their overall workflow and efficiency and made it easier for their customers to complete and sign documents online.

By integrating with PandaDoc, the package provided users with access to a variety of features and benefits, such as templates, document tracking, and e-signatures. This helped the client streamline their document management processes, reduce manual errors, and speed up the time it takes to complete and sign documents.

The integration with Salesforce also provided users with a more user-friendly and intuitive experience. As of now, they can fill in and sign documents without having to switch between different platforms or tools.

Integrated solution for document signing
Integrated solution for document signing
Access to templates, document tracking, e-signatures, etc.
Access to templates, document tracking, e-signatures, etc.
User-friendly and intuitive document handling experience
User-friendly and intuitive document handling experience

Project Scope and Team Structure

26 months
Project duration
Project working hours
2 specialists
The team involved: Salesforce Developer, Project Manager
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