Open Navigation

Pandadoc

PandaDoc is a document automation software as a service with built-in electronic signatures, workflow management, a document builder, and CPQ functionality.

Overview

The tray.io PandaDoc connector allows you to create and send templated documents in PandaDoc.

Authentication

When using the Pandadoc connector, the first thing you will have to do is click on 'New Authentication' in the step editor:

add-auth

Ensure you allow Tray read and write access to fully utilise our connector. The Authentication Title will be automatically generated:

pandadoc-auth

Basic Operations List

Operations available in this connector:

  • Create document from template

  • Create document link

  • List templates

  • List documents

  • Get template details

  • Get document status

  • Get document details

  • Download document

  • Send document

  • Delete template

  • Delete document

Note on operation usage

Template uuid: The ID of a template you want to use. You can copy it from an in app template url such as https://app.pandadoc.com/a/#/templates/{ID}/content. A template ID is also obtained by listing templates.

Example

The following workflow has been created using a Manual Trigger and three operations from the PandaDoc connector.

Use the List templates operation to return an array of templates in your PandaDoc account (note we have switched to the Debug tab to view the output):

pandadoc-list-templates

Use the ID field returned in the results as the Template uuid property in the Create document from template operation:

create-document-from-template

Use the ID field returned in the results of the Create document from template operation to query the Get document status operation to check whether the document was created:

pandadoc-get-document-status

The status field returned in the results should read 'document.draft' if the document was successfully uploaded and created.

Was this article helpful?
Yes
No