PandaDoc

Pro plan. PandaDoc works through a connection and HTTP steps, which are part of Pro and Agency (and the free trial). Anything you already have keeps working on every plan. See Plans and billing.

When a contact asks for a proposal, a follow-up campaign creates it from your PandaDoc template with their name and company, sends it, and checks every few hours until it’s signed.

How it connects: PandaDoc’s public API with an API key. See PandaDoc’s Create document from template, send document and document status docs. The requests and answers below follow PandaDoc’s docs.

Before you start

PandaDoc plan: the API is on PandaDoc’s API plans and Enterprise; a sandbox key is free for testing (PandaDoc’s docs).
An API key: generate one in PandaDoc’s developer dashboard.
A template with a recipient role (for example Client) and tokens such as Client.FirstName.

1. Connect PandaDoc

In Kerux, open Integrations > Connections, click Connect on Custom API (under Developers):

How it signs in: API key in a header, Header name Authorization, and paste API-Key followed by your key.
Base URL: https://api.pandadoc.com

Click Save.

2. Create the document and wait for draft

When a contact asks for a proposal, tag them or let the When the contact replies box send them (with Send to another campaign) to a follow-up campaign. Its first step is a Poll until step named proposal:

{
  "start": {
    "method": "POST",
    "url": "/public/v1/documents",
    "bodyType": "json",
    "body": {
      "name": "Proposal - {{contact.company}}",
      "template_uuid": "YOUR_TEMPLATE_ID",
      "recipients": [
        { "email": "{{email}}", "first_name": "{{contact.first_name}}", "last_name": "{{contact.last_name | optional}}", "role": "Client" }
      ]
    }
  },
  "request": {
    "method": "GET",
    "url": "/public/v1/documents/{{steps.proposal_start.response.body.id}}",
    "bodyType": "none"
  },
  "until": { "path": "status", "op": "eq", "value": "document.draft" },
  "intervalMinutes": 1,
  "maxAttempts": 10
}

PandaDoc first answers with the id and "status": "document.uploaded"; its docs say to send only once the status is document.draft.

3. Send it

A Webhook / HTTP step:

{
  "method": "POST",
  "url": "/public/v1/documents/{{steps.proposal_start.response.body.id}}/send",
  "bodyType": "json",
  "body": { "message": "Hi {{contact.first_name}}, here's the proposal we talked about.", "silent": false }
}

4. Check until it’s signed

A second Poll until step: GET /public/v1/documents/{{steps.proposal_start.response.body.id}} until status equals document.completed, every 360 minutes, 28 checks (7 days). On success, a thank-you message on LinkedIn and a Slack message to the owner; on timeout, a gentle nudge. PandaDoc also has webhooks, but it sends events as a list, so checking with Poll until is simpler here.

Test with one contact

Use the sandbox key and your own email on a test contact. Run Test on one contact from the Builder; the journey shows each check and PandaDoc’s answers.

Common errors

401 Unauthorized

The header must be Authorization: API-Key <your key>, with API-Key before the key.

400 when sending

The document wasn’t in document.draft yet, or a recipient’s role doesn’t exist in the template.

The second check times out

Nobody signed in 7 days. Raise the checks, or follow up by hand.

Related: Webhook steps, Stripe, Pipedrive.

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Before you start

1. Connect PandaDoc

2. Create the document and wait for draft

3. Send it

4. Check until it’s signed

Test with one contact

Common errors

​Before you start

​1. Connect PandaDoc

​2. Create the document and wait for draft

​3. Send it

​4. Check until it’s signed

​Test with one contact

​Common errors

Before you start

1. Connect PandaDoc

2. Create the document and wait for draft

3. Send it

4. Check until it’s signed

Test with one contact

Common errors