PandaDoc

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 https //signup pandadoc com/?ss=home home header nav\&lng=en us for subscription, refer to the https //www pandadoc com/pricing/ easily connect pandadoc with 600+ ready made apps that automatically manage your document creation workflows – 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 https //signup pandadoc com/ for a list of endpoints, refer to the https //developers pandadoc com/reference/about connect pandadoc and {{product name}} to get started, you must first create a connection between pandadoc and {{product name}} , allowing the two services to communicate create the connection in {{product name}} https //www make com/en/register , add the pandadoc module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection click save if prompted, log in to your pandadoc account confirm the access by clicking authorize for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page pandadoc modules after connecting to the pandadoc app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your account create a document generates a brand new document from scratch delete a contact removes a specified contact from your account delete a document permanently removes a selected document from your account download a document retrieves and saves a specified document as a pdf file get a contact retrieves detailed information about a specific contact get a document retrieves comprehensive information about a specific document list contacts fetches and displays a complete list of all contacts stored in your account make an api call executes a custom api request to the connected service using your authorized credentials search documents finds documents that match the specified search criteria update a contact modifies the details of an existing contact in your account watch documents triggers when a specified event happens to a document, based on the selected event type login to your pandadoc account, navigate to settings > integrations , and enable the webhooks (pandadoc paid account needed) 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 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 https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} pandadoc resources you can have access to more resources related to this app on the following links https //community make com/search?q=pandadoc https //www pandadoc com https //developers pandadoc com/reference#about https //www make com/en/integrations/pandadoc