PandaDoc
Askel connects to your customer's PandaDoc account, letting your product generate documents from templates, send them for signature, and track completion status, all without manual document creation on the customer's side.
What you can do
Create documents from templates
Use the documents endpoint to create a new PandaDoc document from a named template, populating merge tokens like recipient name, price, and start date from your product's data.
Send documents for signature
Trigger the document send flow to deliver the document to the listed recipients for e-signature, with the correct signing order and role assignments.
Track document status
Poll or receive webhooks for document status changes: draft, sent, viewed, awaiting approval, approved, completed, and voided.
Download completed documents
Fetch a signed PDF of a completed document using the download endpoint, then store it in your product or forward it to the customer's file storage.
List available templates
Read the customer's template library so your product can present a picker for which template to use when creating a document from a specific workflow.
Void or delete documents
Programmatically void a document that should no longer be signed, or delete draft documents that were created in error, keeping the customer's PandaDoc workspace clean.
Generating and sending service agreements when a customer upgrades their plan
You sell subscription software to marketing agencies. Northwind Creative upgrades from a Starter to an Enterprise plan. Your product needs to generate a new service agreement in PandaDoc, pre-filled with the new tier details, and send it to the agency's legal contact for signature.
- 1
Provide the API key
Northwind's admin navigates to PandaDoc Settings, copies their API key, and enters it in your product's integration settings. Askel validates the key against the PandaDoc API.
- 2
Pick the template
Askel fetches the list of Northwind's PandaDoc templates. Your onboarding team selects Enterprise Service Agreement as the default template for plan upgrades.
- 3
Merge the data
When the plan upgrade is confirmed, your product passes the new tier name, contract start date, monthly fee, and legal contact email to Askel. These are substituted into the template's token fields.
- 4
Create and send
Askel creates the document in PandaDoc and triggers the send action, which delivers a signature request email to Northwind's legal contact.
- 5
Track completion and download
Askel receives the completed webhook when the document is signed. Your product downloads the signed PDF, stores it on the contract record, and marks the upgrade as fully processed.
API token
The customer's PandaDoc admin navigates to Settings, then API to generate an API key. This key authenticates all requests to the PandaDoc API. Askel stores it securely and uses it for all document operations within that customer's workspace. API keys can be revoked from the same settings page at any time.
How Askel sits between your product and the customer's system
FAQ for PandaDoc
Which PandaDoc plans include API access?+
Can we use PandaDoc content blocks and pricing tables in templates?+
How are webhooks delivered for document status changes?+
What happens if a recipient rejects the document?+
catching drift before it breaks, and hitting go-live dates.
© 2025 Askel.ai. All rights reserved.