By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

Select a template to use.

Do you want to send the document to your recipient(s)?

Message body for your email.

Select a currency for the pricing table.

Name that will display in the pricing table.

A brief description of the product.

The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.

The metadata to include in the document. Specify "Key - Value" respectively in the fields.

Determines which App Extensions will appear in the dropdown below.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

If a contact already exists, it will not be updated.

API docs for PandaDoc are located here https://developers.pandadoc.com/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.