This tutorial will walk you through the steps to streamline your document workflows by integrating Yeeflow with PandaDoc.
With this integration, you can easily send documents for e-signature directly from your workflows, improving efficiency and maintaining a seamless process.
Before you begin, ensure you have access to a PandaDoc account with the necessary permissions for API usage. If you or your organization haven’t signed up yet, you can create a new account on the PandaDoc website.
By following this step-by-step tutorial, you’ll be able to leverage the power of PandaDoc within Yeeflow, making your e-signing and document management processes more convenient and effective.
Step 1: Setting Up a PandaDoc Connection
To integrate PandaDoc with Yeeflow, start by creating a connection between the two platforms.
Generate an API Key in PandaDoc:
Log in to your PandaDoc account.
Navigate to the DEV Center and generate an API key.
For detailed instructions, refer to the API Key Authentication Process.
Set Up the Connection in Yeeflow:
Go to Yeeflow’s Admin Center.
Click the gear icon located in the top-right corner.
Expand the Integrations tab and select Connections.
Click on "+ New Connection" and choose PandaDoc.
A pop-up window will appear where you’ll need to:
Enter a connection name.
Paste the API key you generated in PandaDoc.
Click Connect to complete the setup.
Now your Yeeflow account is connected to PandaDoc, and the integration is ready to use in your workflows.
Step 2: Add & Configure the PandaDoc Action
Add the PandaDoc action to your workflow to enable document creation and sharing.
Add the PandaDoc Action:
Drag and drop the PandaDoc action into the Workflow Design panel.
Configure the Action:
Once the action is added, configure it by providing the necessary details.
Specify the document source, recipient details, and other required settings to ensure seamless document creation and management.
Step 3: Choose Document Source
In the PandaDoc action settings, select the Document Source based on your needs:
Local PDF File:
Upload a PDF file locally to a variable. This option is perfect if there is no fixed document template, offering more flexibility for documents that are unique to each workflow.—Using Extended Parameters
To further customize the signing experience, you can use Extended Parameters to define the exact placement of signature fields. This involves two key steps:
Add Anchor Tags in the Document:
First, place Anchor tags within the document to specify where you want the signature fields to appear. For more information please refer to PandaDoc Developers. Create Document from File - Field Tags.
Configure Extended Parameters in PandaDoc Action:
After adding the Anchor tags in the document, you’ll need to map them to specific signature fields in the PandaDoc action settings. For example,{ "recipients": [{ "role": "demo", "signing_order": 1 }, { "role": "test", "signing_order": 2 } ], "fields": { "s1": { "value": "Email address", "role": "demo" }, "s2": { "value": "Email address2", "role": "test" }, "t1": { "value": "text variable", "role": "demo" }, "t2": { "value": "Text variable 2", "role": "demo" }, "c": { "value": true, "role": "demo" } }}
2. Create from Template:
Choose a template from Templates in your PandaDoc account. Ensure the required template is pre-configured in PandaDoc before selecting this option. This method is ideal for reusable documents like proposals, contracts, or invoices.
By using templates, you can save time and maintain consistency across multiple transactions. All necessary fields can be set up in Templates in advance, so when you use PandaDoc within Yeeflow, you simply need to select the appropriate template. This allows you to focus on your workflow without manually configuring fields each time.
For detailed information on how to manage and set up templates in PandaDoc, refer to the official PandaDoc guide:
PandaDoc Template Setup Guide