Setting Up PandaDoc
Connect PandaDoc for document workflows and electronic signatures in DealView.
PandaDoc integration adds document creation and e-signature capabilities to DealView. Send contracts for signature with PandaDoc's workflow features.
Prerequisites
Before connecting:
- PandaDoc account with API access
- Business plan or higher recommended
- Admin access to DealView workspace
PandaDoc API access requires a Business plan ($49/user/month) or higher. The free plan doesn't include API capabilities.
Connecting PandaDoc
- Go to Settings > Integrations
- Find PandaDoc in the E-Signature section
- Click Connect
- Sign in to PandaDoc
- Authorize DealView access
- Connection confirmed
What You Can Do
With PandaDoc connected:
- Send contracts for e-signature
- Use PandaDoc templates
- Track document status
- Download signed documents
- View signing analytics
Sending for Signature
- Open a contract or draft
- Click Send for Signature
- Select PandaDoc as provider
- Add recipients with roles
- Configure signing options
- Click Send
Recipient Configuration
| Field | Description |
|---|---|
| Name | Recipient's full name |
| Where to send request | |
| Role | Signer, Viewer, Approver |
| Order | Signing sequence (if sequential) |
PandaDoc Features
Templates
Use PandaDoc templates:
- Select "Use PandaDoc Template" option
- Choose from your template library
- Map DealView contract data to template fields
- Send with pre-configured layout
Content Library
Access your PandaDoc content:
- Reusable content blocks
- Pre-approved language
- Images and media
Variables
PandaDoc variables are auto-filled:
- Recipient information
- Contract metadata
- Custom fields
DealView maps contract data to PandaDoc fields automatically. Review the mapping before sending.
Tracking Documents
Monitor signature progress:
- Draft - Document created, not sent
- Sent - Waiting for signatures
- Viewed - Recipient opened document
- Completed - All signatures collected
- Declined - Recipient declined to sign
- Voided - Request cancelled
After Completion
When signing is complete:
- Webhook notifies DealView
- Signed PDF downloaded
- Contract record updated
- Audit certificate stored
Managing Requests
Available actions:
- View in PandaDoc - Open full document
- Resend - Remind pending signers
- Void - Cancel request
- Download - Get signed version
Disconnecting
To remove PandaDoc:
- Go to Settings > Integrations
- Click Disconnect on PandaDoc
- Confirm action
Existing documents remain in PandaDoc but won't sync to DealView.
Troubleshooting
Connection issues?
- Verify your PandaDoc plan includes API
- Check admin permissions
- Try reconnecting after clearing cookies
Documents not syncing?
- Webhooks may have delays
- Refresh the contract page
- Check PandaDoc dashboard
Template mapping fails?
- Verify template fields exist
- Check field naming matches
- Contact support for complex templates