PandaDoc Help & Support

How to Get Started with PandaDoc on Zapier

When you start creating a PandaDoc Zap, you will be asked to connect your PandaDoc account.

You’ll now be asked to log into your PandaDoc account (unless you are already logged in).

Finally, you will be asked to give Zapier permission to access your account. Click "Authorize” to continue.

If all steps were successful your PandaDoc account will now be successfully connected.

Popular Things to do with PandaDoc

PandaDoc Tips and Tricks

How to pass an email of a recipient as a field#

PandaDoc document recipients data is passed in an array (Recipient Email/First Name/Last Name fields contain information about all recipients of the document). The best way to pass an email of a specific recipient as a field is to use the “Field assignee” field, which contains the email address of the recipient assigned to the field:

Approval workflow and how to use it#

Using PandaDoc as an “Action” application, you can create and send documents for approval if a template has Approval workflow enabled.

The document will be created (document status is “Draft”) and if you set “Send Document” as “Yes”, it will be sent for approval right away (document status is “To approve”).

Create invoices using PandaDoc recipients in the PandaDoc <> QuickBooks integration#

If you want to create invoices for existing or new customer in QuickBooks using PandaDoc recipient’s email address, you can do that with the Search step:

• It searches for customers and creates invoices under their record if found.
• You can create a new customer if their record doesn’t exist in QuickBooks. To do that, check “Create QuickBooks Online Customer if it doesn’t exist yet”.

After you’ve set all fields, click continue > fetch & continue:

• In case you don’t check “Create a new customer”. Zapier will look for the customer record in QuickBooks that you’ve specified in the “Search value” field. The step is considered successful if Zapier finds the customer.
• In case you check “Create a new customer”, Zapier will test creating a new customer. The step will be successful if there is no customer with such a name in QuickBooks.

How to pull products from a Google Sheet in PandaDoc pricing table#

• Each line item should be separated by a comma in the Google Sheet
• Add an intermediate step into your Zap -> select Utilities -> choose text to line-item and select the field you would like to transpose into line items.
• When selecting fields in Product section at the PandaDoc step, select Utilities and pick your transposed line item details from there.
• You will need to add the Utility step for each line item detail (name, description, price, qty, etc) you would like to pass to a pricing table, i.e., there will be 5+ Zaps.

Common Problems with PandaDoc on Zapier

• If you have several workspaces in your PandaDoc account, you will see sample templates from the workspace you connected to Zapier at the 3rd step "Connect PandaDoc + Zapier"

• If you have multiple pricing tables in a document, products from the pricing tables will show up in different arrays (like in different fields). In order to pass all products into an Action application, you need to add all product arrays in a respective field, e.g., find and add all product name (PricingTable1 Product Name, PricingTable2 Product Name fields) fields arrays in the Name field.

• If role name in PandaDoc contains an underscore (_), errors might occur in the “Create document” action causing recipient information to map incorrectly. The Zap will fail during a test.

• If PandaDoc serves as a “Trigger” application and you do not select a PandaDoc template, you’ll be able to use general PandaDoc document data only in an “Action” application. However, if you select a template, you will get all the data available in the template: tokens, fields, pricing tables, metadata.

• Zap set for a template won’t work for a document duplicate created out of this template.