PandaDoc

Connect & Ingest data from PandaDoc

PandaDoc is a document automation and eSignature platform. The Sling PandaDoc connector extracts data from the PandaDoc API, supporting documents, templates, contacts, members, forms, folders, workspaces, and more.

CLI Pro Required: APIs require a CLI Pro token or Platform Plan.

Setup

The following credentials and inputs are accepted:

Secrets:

• api_key (required) -> Your PandaDoc Sandbox or Production API key

Inputs:

• anchor_date (optional) -> The starting date for historical data extraction (default: 1 year ago). Format: YYYY-MM-DDTHH:MM:SSZ

Getting Your API Key

PandaDoc provides a free Sandbox API key with trial accounts:

1. Sign up for a free trial at https://signup.pandadoc.com/

2. Go to Settings > API and Integrations

3. Click on API and Webhooks

4. Click Enable to activate the API

5. Click Open to access the Dev Center

6. Under API keys, click Generate next to Sandbox key

7. Copy the generated key

Sandbox vs Production: The Sandbox key is rate-limited to 10 requests per minute and adds a [DEV] prefix to documents. Production keys require an Enterprise plan.

Using sling conns

sling conns set PANDADOC type=api spec=pandadoc secrets='{ api_key: your_api_key_here }'

Environment Variable

See here to learn more about the .env.sling file.

export PANDADOC='{ type: api, spec: pandadoc, secrets: { api_key: "your_api_key_here" } }'

Sling Env File YAML

See here to learn more about the sling env.yaml file.

connections:
  PANDADOC:
    type: api
    spec: pandadoc
    secrets:
      api_key: "your_api_key_here"

With anchor date for historical data:

connections:
  PANDADOC:
    type: api
    spec: pandadoc
    secrets:
      api_key: "your_api_key_here"
    inputs:
      anchor_date: "2024-01-01T00:00:00Z"

Replication

Here's an example replication configuration to sync PandaDoc to a PostgreSQL database:

source: PANDADOC
target: MY_POSTGRES

defaults:
  mode: full-refresh
  object: public.pandadoc_{stream_name}

streams:
  # sync all endpoints
  '*':

  # incremental sync for documents
  documents:
    mode: incremental
    primary_key: [id]
    update_key: date_modified

Endpoints

Endpoint	Description	Incremental
documents	All documents with metadata	Yes (date_modified)
document_details	Detailed document info including fields, recipients, tokens, and pricing	No (child of documents)
document_fields	Fields for each document	No (child of documents)
document_attachments	Attachments for each document	No (child of documents)
document_sections	Sections/bundles for each document	No (child of documents)
templates	All document templates	No
contacts	All contacts	No
members	Workspace members	No
forms	All forms	No
document_folders	Document folder hierarchy	No
template_folders	Template folder hierarchy	No
api_logs	API request logs	No
webhook_subscriptions	Webhook subscription configurations	No
webhook_events	Webhook event history	No
workspaces	All workspaces	No

Incremental Sync

The documents endpoint supports incremental sync using the date_modified field. On first sync, it fetches all documents modified since anchor_date (default: 1 year ago). Subsequent syncs fetch only documents modified since the last successful sync.

If you are facing issues connecting, please reach out to us at [email protected], on discord or open a Github Issue here.