PandaDoc E-Signature
E signing a document directly from your app
Abdullah Fawad
Last Update rok temu
DescriptionDescription The PandaDoc Signature & Document Management Plugin allows users to seamlessly retrieve signature URLs, reset documents, and list all documents from their PandaDoc account.
With this plugin, users can:
✅ Retrieve a document's signature URL for embedding or sharing.
✅ Reset a document in case of signing failure, reverting it to draft mode.
✅ Get a list of all documents from their PandaDoc account.
To use this plugin, you must have:
1. Generate Your PandaDoc API Key
This action retrieves a list of all documents in your PandaDoc account, including their ID, name, status (Draft, Sent, Completed, etc.), and created date.
How to Use:
This action generates a secure URL that recipients can use to sign a document.
How to Use:
🔹 Trigger: Button Click → "Get Signature URL" → Open External Website (session URL)
📌 Tip: You can also embed the document session using an iframe inside your app.
4. Reset Document (Revert to Draft)
If a document fails to be signed or needs modifications, you can reset it to Draft status and resend it.
How to Use:
✅ Sales & Contracts → Retrieve signature URLs for quick deal closures.
✅ HR & Onboarding → Track and manage employee document signing.
✅ Legal Documents → Ensure documents can be modified and resent if necessary.
With this plugin, users can:
✅ Retrieve a document's signature URL for embedding or sharing.
✅ Reset a document in case of signing failure, reverting it to draft mode.
✅ Get a list of all documents from their PandaDoc account.
To use this plugin, you must have:
- A PandaDoc account
- A PandaDoc API key (available from the PandaDoc developer dashboard)
- A Document ID (created within PandaDoc)
1. Generate Your PandaDoc API Key
- Log in to your PandaDoc Dashboard at PandaDoc Developer Portal.
- Go to API Settings and generate an API Key.
- Copy the API Key and paste it into the plugin’s settings in your Bubble app.
This action retrieves a list of all documents in your PandaDoc account, including their ID, name, status (Draft, Sent, Completed, etc.), and created date.
How to Use:
- Trigger this action in a workflow (e.g., on page load or button click).
- The output is a list of documents you can display in a repeating group.
- Users can select a document ID from this list to send it for signing.
This action generates a secure URL that recipients can use to sign a document.
How to Use:
- Ensure the document is in the "Sent" state. If not, use PandaDoc’s dashboard to send it.
- Call the "Get Signature URL" action and input the document ID and recipient email.
- The action returns a session URL that you can:
- Redirect users to for signing.
- Embed in an iframe inside your Bubble app.
- Redirect users to for signing.
🔹 Trigger: Button Click → "Get Signature URL" → Open External Website (session URL)
📌 Tip: You can also embed the document session using an iframe inside your app.
4. Reset Document (Revert to Draft)
If a document fails to be signed or needs modifications, you can reset it to Draft status and resend it.
How to Use:
- Call the "Reset Document" action and provide the document ID.
- This will revert the document to "Draft" status.
- Once reset, you can modify the document in PandaDoc and resend it for signing.
- 🛠 Documents must be in "Sent" status before retrieving a signature URL.
- 🔁 If signing fails, use "Reset Document" to revert to draft and fix any issues.
- 🔐 Security Note: Ensure API keys are stored securely and not exposed to users.
- 📅 Lifetime of Signature URL: When retrieving a signing URL, set an appropriate lifetime to ensure the link does not expire too soon.
✅ Sales & Contracts → Retrieve signature URLs for quick deal closures.
✅ HR & Onboarding → Track and manage employee document signing.
✅ Legal Documents → Ensure documents can be modified and resent if necessary.