Integrate PandaDoc with SubscriptionFlow to send contracts for electronic signature and to automatically create subscriptions when a contract is signed and accepted.

This guide shows you how to connect with PandaDoc.

1. Navigate to Administration Settings > Apps & API > Apps.

2. From the available third-party integrations, click on PandaDoc.

3. Get your PandaDoc API Key from your PandaDoc account. Using (https://app.pandadoc.com/a/#/api-dashboard/configuration)

4. This opens up the SubscriptionFlow integration window. Enter your API Key and click ‘Connect’.

5. Page will reload and the status of the PandaDoc integration should change to Connected.

Sending Docs to Customers

Send documents through PandaDoc to customers from within SubscriptionFlow by following these steps:

1. Go to the Customers module and click on the customer you want to send a document for signing through PandaDoc. Scroll down and click ‘Configure’. 

2. Move Documents from the unselect to the select list. Click ‘Save’.

3. Then click ‘+Document’.

4. Or, you can use Send via PandaDoc button in Customer Detail Page.

5. In the pop up select the document template from PandaDoc. 

5. You can add recipients through the ‘+’ button. 

6. Also select the role for each recipient based on the template. 

7. Use the cross icon next to recipients to remove them. Then click ‘Submit’. If you configure a sequence of signers the document is sent to the top most recipient for signature first and sent to the next one in the sequence and so on. 

8. Your customer from SubscriptionFlow receives the document for signature through PandaDoc. 

Sending Docs with Merge Fields

You can predefine the values of merge fields within a selected template and send documents through SubscriptionFlow.

1. Navigate to the Configurations tab in the PandaDoc app within SubscriptionFlow and select the desired template.

2. The system will display all available merge fields and tokens associated with the selected template.

3. You can map each merge field to any relevant Customer field. If needed, you can also mark specific fields as modifiable—this allows you to adjust them prior to sending the document.

4. Go to the Customer Detail Page and click on Send via PandaDoc.

5. A pop-up window will appear where you can select a template. You’ll be able to view and edit the modifiable merge fields by clicking Show Template Fields.

6. After assigning roles and configuring recipients, you can proceed to send the document. The recipients will receive a fully populated document with the predefined (and optionally modified) merge field values.

Redirecting Customer to Checkout after Contract Completion

To enable automatic redirection to the checkout page following contract completion, follow these steps:

1. Navigate to the Customer Detail Page and click Send via PandaDoc.

2. In the pop-up window, enable the option Redirect customer to checkout upon document completion. Once enabled, specify the desired product and plan to determine the appropriate checkout page for redirection.

3. Assign recipient roles and configure the document as needed. Proceed to send the document. Upon the customer’s completion of the document, they will be automatically redirected to the specified checkout page.