PandaDoc Connector

Context

The present OutSystems Forge component is designed to seamlessly integrate PandaDoc API document signing functionalities into your OutSystems applications.

This connector provides access to seven key methods to enhance your document signing workflows with PandaDoc. The component tries to simplify as much as possible the process of creating a document signing workflow, to achieve this some conditions need to be met:

• You need a PandaDoc API key.
• A template must be created in the PandaDoc Website.

Learn more about the PandaDoc API here.

Workflow

The workflow to create and send documents with PandaDoc is as follows:

• Create Template
  • This step is done on the PandaDoc website.
• Get Templates List (optional)
  • Retrieves a list of available templates.
• Get Template Detail (optional)
  • Fetch detailed information about a specific template.
• Create Document from Template
  • Generate a new document based on a selected template. It’s in this phase that the document details are filled, such as document name, recipients, and all the Custom Variables (tokens)
• Get Documents List
  • Retrieve a list of documents in your PandaDoc account.
• Get Document Detail
  • Fetches detailed information about a specific document.
• Send Document
  • Initiate the document sending process by providing necessary details. This will send an email to the recipients with the document created beforehand. Some fields are required on this step, such as the email subject and message.
• Delete Document (optional)
  • Permanently removes a document if required.

A minimal approach for the workflow could be just Create Document from Template (provided the template Id is known and is always the same), and Send Document.

Actions on This Connector

This Forge component has the 7 following actions:

Template_GetList

• Description: Retrieves a list of templates available in your PandaDoc account
• Parameters: None
• Returns: List of templates

Template_GetDetail

• Description: Fetches detailed information about a specific template
• Parameters: Template ID
• Returns: Detailed template information

Document_GetList

• Description: Retrieves a list of documents in your PandaDoc account
• Parameters: None
• Returns: List of document

Document_GetDetail

• Description: Retrieves detailed information about a specific document
• Parameters: Document ID
• Returns: Detailed document information

Document_Create

• Description: Generate a new document based on a specified template
• Parameters: Template ID, Document Name, Recipients, Tokens
• Returns: Newly created document details

Document_Send

• Description: Initiate the document sending process, triggering the eSignature workflow
• Parameters: Document ID, Recipient details, Email Subject, Email Message
• Returns: Status and details of the sent document

Document_Delete

• Description: Permanently remove a document from your PandaDoc account
• Parameters: Document ID
• Returns: Boolean