The PandaDoc action in Yeeflow enables you to automatically generate, send, and manage documents for electronic signature using PandaDoc. This integration allows documents created within Yeeflow (such as quotations or contracts) to be sent for signing, tracked in real time, and stored back into your application once completed.
By integrating PandaDoc into your workflows, you can eliminate manual document handling, accelerate approval cycles, and ensure signed documents are properly recorded.
When to Use the PandaDoc Action
The PandaDoc action is ideal for automating document signing processes in scenarios such as:
Sales Quotations: Automatically send generated quotations to customers for signature.
Contract Agreements: Deliver contracts for review and legally binding electronic signatures.
Approval Workflows: Include document signing as part of a structured multi-step workflow.
Compliance & Record Keeping: Store signed documents securely within Yeeflow for audit and documentation purposes.
Using this action improves efficiency, reduces turnaround time, and ensures consistent document processing.
Before You Start
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.
Setting Up a PandaDoc Connection
Before using the PandaDoc action, ensure that a PandaDoc connection has been configured in Yeeflow.
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.
Configure the PandaDoc Action
Step 1: Add the PandaDoc Action
In the Workflow Designer:
Open the workflow where the document should be sent for signature.
(Example: Sales quotation approval workflow.)From Integration, drag PandaDoc into the workflow canvas.
Connect the PandaDoc action after the document generation step.
(Example: Connect it to the step that generates the Quotation PDF.)
Step 2: Configure Basic Settings
Action Name
Enter a name to identify the PandaDoc action within the workflow.
Description
Optionally provide a short explanation of what this action does.
Step 3: Select Connection
Select Connection
Choose the configured PandaDoc connection from the dropdown list.
Ensure that the PandaDoc connection has been properly configured in Yeeflow before using this action.
Step 4: Set Document Source
Document Source
Choose the source of the document to be sent.
Options:
Local PDF file
Create from template
Local PDF file
Source File
Specify the file or variable containing the document to send.
Use dynamic values if the document is generated within the workflow.
(Example: File field Quotation generated by a previous “Generate Document” action.)
Create from template
Select a template
Select the PandaDoc template from the dropdown list.
Choose a template available in your connected PandaDoc account.
Step 5: Configure Document Output
Save Document To
Select a folder in PandaDoc where the document will be stored.
If not specified, the document will be saved to the default location in PandaDoc.
Document Name
Define the name of the document in PandaDoc.
Dynamic values can be used to include relevant information such as customer name.
(Example: Sale Quotation for Customer Name.)
Extended Parameters
Use Extended Parameters if additional customization is required.
This field allows you to define advanced options such as:
Recipient role mapping
Signing order configuration
Note: Only use Extended Parameters if your PandaDoc configuration requires additional role or signing setup.
Sending the Document
Step 6: Define Send Document Parameters
Send Document
Enable this option to automatically send the document after it is created in PandaDoc.
If disabled, the document will be created but not sent automatically.
Recipients
Specify the email address of the signer.
This is typically mapped to an email field from the form or data list.
(Example: List field “Contact Email”.)
Note: Rich text and line breaks are not supported in this field.
Subject
Define the subject line of the PandaDoc email notification.
(Example: Sale Quotation from Yeeflow.)
Message
Optionally enter a short message that will be included in the signing email notification.
Keep formatting simple, as rich text is not supported.
Configure Execution Results
Step 7: Manage Execution Results
After the document is processed in PandaDoc, you can store execution results back into your workflow.
Signed Status
Select a field to store the signing status of the document.
This allows you to:
Track whether the document has been signed
Trigger follow-up workflow steps
Update record status automatically
Save Signed File To
Specify the file field where the signed document will be saved.
This ensures that:
The final signed version is stored in Yeeflow
Users can access the completed document directly from the record
Proper documentation is maintained
With the PandaDoc action, you can automate eSignature collection and fully integrate document signing into your workflows. Whether managing sales quotations, contracts, or formal agreements, this action streamlines processes and improves operational efficiency.
To learn more about PandaDoc integration within Yeeflow workflows, please refer to the PandaDoc Action Setup Guide for Yeeflow Workflow Designer .