PandaDoc

The PandaDoc modules allow you to watch, create, update, and delete the documents, and contacts in your PandaDoc account.

Easily connect PandaDoc with 600+ ready-made apps that automatically manage your document creation workflows – see Make on PandaDoc!

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Getting Started with PandaDoc

Prerequisites

  • A PandaDoc account

In order to use PandaDoc with Make, it is necessary to have a PandaDoc account. If you do not have one, you can create a PandaDoc account at signup.pandadoc.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting PandaDoc to Make

To connect your PandaDoc account to Make you need to obtain the API Key from your PandaDoc account and insert it in the Create a connection dialog in the Make module.

  1. Go to Make and open the PandaDoc module's Create a connection dialog. Click Continue.

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  2. Enter your PandaDoc credentials and click Login.

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  3. Confirm the access by clicking Authorize.

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The connection has been established.

Document

Triggers when specified document event occurs.

  1. Login to your PandaDoc account, navigate to Settings > Integrations, and enable the webhooks (PandaDoc paid account needed).

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  2. Login to Make, open the Watch Documents module, enter the details as following and click Save. 61f2751d7287b.gif

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Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your PandaDoc account.

Select an Event

Select the events you want to watch:

  • State Changed

  • Updated

  • Deleted

  • Completed

Webhook Name

Enter the webhook name that will be used in your PandaDoc account.

Include Products

Select whether you want to include the products in the webhook payload.

Include Tokens

Select whether you want to include the tokens.

Include Fields

Select whether you want to include the fields.

Include Metadata

Select whether you want to include the metadata.

Include Pricing

Select whether you want to include the pricing.

The webhook is successfully added.

Now, every time the specified event occurs in our PandaDoc account, the Watch Documents module in your Make scenario is triggered.

Searches for documents by given parameters.

Connection

Establish a connection to your PandaDoc account.

Search Name

Enter a keyword or phrase to search the documents based on the specified criteria.

Tag

Enter the tags to search only those documents based on the specified tags.

Status

Select the status of the documents you are searching for.

Template ID

Select the Template ID to search only those documents.

Returns only Deleted

Select this option if you want to search only the deleted

Limit

Set the maximum number of documents Make should return during one scenario execution cycle.

Gets the details of a document.

Connection

Establish a connection to your PandaDoc account.

Document ID

Select the Document ID whose details you want to retrieve.

Creates a new document.

Connection

Establish a connection to your PandaDoc account.

Document Name

Enter the name of the document.

Send a document

Select and enter the message if you would like to send this document to some members.

Subject

Enter the subject line of the message.

Message

Enter the message text.

Template ID

Select the Template ID you want to use for the document. For example, Invoice. When you select a template, the fields related to the template auto-populates which you need to fill to complete the document.

Tags

Enter the tags for the document.

Document Metadata

Add the metadata:

Key

Enter the key name.

Value

Enter the key value.

Downloads a document in PDF format.

Connection

Establish a connection to your PandaDoc account.

Document ID

Select the Document ID that you want to download in PDF format.

Deletes a document.

Connection

Establish a connection to your PandaDoc account.

Document ID

Select the Document ID you want to delete.

Contact

Retrieves a list of all contacts.

Connection

Establish a connection to your PandaDoc account.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

Gets the details of a contact.

Connection

Establish a connection to your PandaDoc account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Creates a new contact.

Connection

Establish a connection to your PandaDoc account.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Email

Enter the email address of the contact.

Title

Enter the contact's position in the company.

Company

Enter the company name to which the contact belongs to.

Phone

Enter the contact's phone number.

Street Address

Enter the street address details of the contact.

City

Enter the contact's city name.

Postal Code

Enter the contact's area postal code.

State

Enter the contact's state name.

Country

Enter the contact's country name.

Updates an existing contact.

Connection

Establish a connection to your PandaDoc account.

Contact ID

Select the Contact ID whose details you want to update.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Email

Enter the email address of the contact.

Title

Enter the contact's position in the company.

Company

Enter the company name to which the contact belongs to.

Phone

Enter the contact's phone number.

Street Address

Enter the street address details of the contact.

City

Enter the contact's city name.

Postal Code

Enter the contact's area postal code.

State

Enter the contact's state name.

Country

Enter the contact's country name.

Deletes a contact.

Connection

Establish a connection to your PandaDoc account.

Contact ID

Select the Contact ID you want to delete.

Others

Performs an arbitrary authorized API call.

Connection

Establish a connection to your PandaDoc account.

URL

Enter a path relative to https://www.api.pandadoc.com/. For example, /public/v1/documents.

Note

For the list of available endpoints, refer to the PandaDoc API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query string

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the documents from your PandaDoc account.

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Matches of the search can be found in the module's Output under Bundle > Body > results.

In our example, 8 documents weres returned:

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