Availability: Business and Enterprise plans
Data-import integration with NetSuite allows you to pre-populate PandaDoc documents with data from NetSuite to easily send and esign them. This integration works with Opportunity, Vendor, Purchase order, and Employee objects in NetSuite.
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Features
Variables: You can pass information from NetSuite to PandaDoc documents automatically with the help of variables.
Recipients: You can pass contact information from NetSuite
Connect NetSuite to Workato
Follow this guide to connect NetSuite to Workato first. Make sure the person connecting the integration has all the required permissions. Workato is a third-party connector for PandaDoc <> NetSuite data-import integration.
Required permissions to connect NetSuite to Workato
Connect NetSuite to your PandaDoc account
Note:
You must be a NetSuite admin to connect it to your PandaDoc account.
Log in to both your PandaDoc and NetSuite accounts.
In PandaDoc, open a template or a document and go to Apps on the right panel
Select +Add on the NetSuite tile
In the popup, fill out Account ID, Token ID, and Token Secret from NetSuite, scroll down, and click Connect
Set up templates to pull information from NetSuite
PandaDoc data-import integration with NetSuite allows you to pre-populate information from NetSuite in your PandaDoc templates through variables and pre-assign contact information to template roles.
Now let's dig deeper.
Import field values from NetSuite via variables
Pre-set a PandaDoc template with variables that will pull information from NetSuite each time you create a new document from this template.
Open your template (click here to learn how to create a new one) in PandaDoc
Go to Apps on the right panel
Click NetSuite
Click Change source to select the object you need to see relevant variables (you can choose between Opportunity, Vendor, Purchase order, and Employee)
Note:
One document can be linked to a single object at a time.
Select View related variables. You will see a list of available variables corresponding to a NetSuite object's fields. Copy and paste these variables with the square brackets into your template
Import field values NetSuite via fields
You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you must not include square brackets.
In your template, go to the Variables tab and scroll down to NetSuite variables
Copy the variable without square brackets
Click on a field in your template and select Properties on the floating panel
Paste the copied variable into the “Merge field”.
Once you create and send the document, the recipient will see the pre-filled data and will be able to update this field, provided the field has been assigned to them.
Import NetSuite contacts via template roles
Now let’s pre-populate this template with the recipient information from NetSuite by matching the template role with the contact placeholder from a NetSuite object.
To do this, go to Apps > NetSuite and select Manage roles. From here, select the role you'd like to match (learn how to create a template role here) and select the placeholder from the object you linked under “Pre-assign a recipient”.
If your template is linked to:
Vendor object, you’ll see Contact as a recipient placeholder
Opportunity object, you’ll see Sales and Customer in “Pre-assign a recipient” dropdown
Employee object – Employee placeholder
Purchase order, you’ll see Vendor as a recipient placeholder.
Create a document
When in your template, select Use this template at the top right to create a document
Click on the entity you need and select Link. Please note, you need to type the full name of an entity to find it using the search bar
In the next pop-up, you’ll see the recipient information from NetSuite populated into the template role in your template (provided you’ve selected a placeholder as described here). Assign more recipients to roles if needed and click Continue (select Skip to add recipients later)
Once your document is created, variables will be populated with information from NetSuite.
You can easily refresh data in the document if information in NetSuite was updated or link it to another object/record.
To link a document to another object:
Go to Apps on the right panel
Click NetSuite
Click the Unlink (click Link document if your document wasn’t created from a pre-set template)
Select the NetSuite object you want to link the document to
Select the record in the object and click Link. Please note, to search for a record you must type its full name
To update information in your document:
Go to your NetSuite object and update the information
Then go back to your PandaDoc document
Click Apps on the right and click NetSuite
Select Refresh data
Note:
You can use Refresh data only in a draft document.