--- title: PandaDoc slug: pandadoc image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_pandadoc.png createdAt: 2025-02-03T13:28:47.489Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/pandadoc.png" alt="PandaDoc logo" caption size="50" width="512" height="512"} | PandaDoc is a document automation platform for creating, sending, and e-signing proposals, quotes, and contracts. Integrating PandaDoc with Make.com lets users automate document generation, streamline approvals, and track e-signature status directly within their workflows. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | # Requirements To use the PandaDoc app in Make, you must have an active [PandaDoc account](https://signup.pandadoc.com/?ss=home_home_header-nav\&lng=en-US). For subscription, refer to the [PandaDoc pricing page](https://www.pandadoc.com/pricing/). Easily connect PandaDoc with 600+ ready-made apps that automatically manage your document creation workflows – [see Make on PandaDoc!](https://www.pandadoc.com/integrations/integration-platforms/integromat?utm_source=integromat-site-page\&utm_medium=partner\&utm_campaign=2021-2-inbd-integration-websitevisit-pandadoc-integromat-page) To get started with PandaDoc, create an account at [signup.pandadoc.com](https://signup.pandadoc.com/). For a list of endpoints, refer to the [PandaDoc API documentation](https://developers.pandadoc.com/reference/about). # Connect PandaDoc and Make To get started, you must first create a connection between PandaDoc and Make, allowing the two services to communicate. ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the PandaDoc module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, log in to your PandaDoc account. ::: :::WorkflowBlockItem Confirm the access by clicking **Authorize**. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # PandaDoc modules After connecting to the PandaDoc app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Contact Adds a new contact to your account. ::: :::ExpandableHeading ### Create a Document Generates a brand new document from scratch. ::: :::ExpandableHeading ### Delete a Contact Removes a specified contact from your account. ::: :::ExpandableHeading ### Delete a Document Permanently removes a selected document from your account. ::: :::ExpandableHeading ### Download a Document Retrieves and saves a specified document as a PDF file. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact. ::: :::ExpandableHeading ### Get a Document Retrieves comprehensive information about a specific document. ::: :::ExpandableHeading ### List Contacts Fetches and displays a complete list of all contacts stored in your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Documents Finds documents that match the specified search criteria. ::: :::ExpandableHeading ### Update a Contact Modifies the details of an existing contact in your account. ::: :::ExpandableHeading ### Watch Documents Triggers when a specified event happens to a document, based on the selected event type. 1. Login to your PandaDoc account, navigate to *Settings* > *Integrations*, and enable the *webhooks* (PandaDoc paid account needed). ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/-yY-pRiy8RdlcSh1denyQ_uuid-7d8848c8-4c5b-b7c0-734a-137098a5046f.gif) 2. Login to Make, open the *Watch Documents* module, enter the details as following and click *Save.* | **Webhook Name** | Enter a name for the webhook. | | -------------------- | ---------------------------------------------------------------------------------------------------------------- | | **Connection** | [Establish a connection to your PandaDoc account](docId\:ol4pkyb-AzJ2ETs47HT3X). | | **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. | ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # PandaDoc resources You can have access to more resources related to this app on the following links - [PandaDoc topics on Make community](https://community.make.com/search?q=PandaDoc) - [PandaDoc website](https://www.pandadoc.com) - [PandaDoc API documentation](https://developers.pandadoc.com/reference#about) - [PandaDoc page on make](https://www.make.com/en/integrations/pandadoc) ##