What it does

PandaDoc generates documents from templates, sends them for e-signature, and reads document state. Uses api_key authentication with PandaDoc's Authorization: API-Key {token} header.

Setup

In PandaDoc, open Settings → Integrations → Developer dashboard and create an API key (sandbox or production).
In FlowFn, go to Platform Tools → PandaDoc → Connect and paste the API key.

Actions

Create Document from Template — name + template_uuid + recipients + tokens + field overrides.
Send Document — moves a draft to document.sent (set silent: true to skip emailing recipients).
Get Document — fetches /documents/{id}/details, including recipient state.

Notes

Documents are created asynchronously — newly-created documents start in document.uploading. Poll Get Document until document.draft before calling Send Document.