PandaDoc
Paste an API keyTurn generated PDFs into PandaDoc documents ready to send.
What you can do
- Create a PandaDoc document — uploads the run's first PDF and attaches a recipient
No false success: every send/create in PandaDoc is verified — ASHDOCS reads the item back from PandaDoc's API before the step turns green. If it can't be found, the run fails honestly instead of pretending.
Get your PandaDoc credentials
- 1Log in to PandaDoc and open the Developer Dashboard (developers.pandadoc.com).
- 2Create an API key — a sandbox key works for testing, a production key for live sending.
Add the connection in ASHDOCS
- 1Open the Connections page in the flows console.
- 2Click “Connect with a key” and pick PandaDoc.
- 3Paste: API key. ASHDOCS validates the credentials against PandaDoc before saving — a bad key is rejected with a plain-English reason, never stored.
Use it in a flow
In the flow builder, add the PandaDoc step, pick your connection, and fill the fields — values from earlier steps drop in as {{s1.field}} placeholders. Then hit Test this step in the step's panel to run it on its own before switching the flow on.
Troubleshooting
Document stuck in draft
That's PandaDoc's flow — ASHDOCS creates the document; you (or the PandaDoc API) send it when ready.
403 with a sandbox key
Sandbox keys only work against sandbox workspaces — use a production key for your live workspace.
FAQ
Is creation verified?
Yes — the document is read back from PandaDoc by its ID before the step turns green.
Can I use a template instead of a PDF?
Not yet — today the step uploads the flow's generated PDF directly.