PandaDoc

Last updated on Jan 04, 2023

PandaDoc is a sales platform, which allows you to create, manage and track sales proposals and contracts. It provides a user-friendly interface to easily create surveys and distribute them through multiple channels such as Slack, emails, and more. PandaDoc is easy to integrate with other software. It offers hundreds of customizable templates and electronic signatures for you to design and create your documents with ease.


Prerequisites

  • An active PandaDoc account from which data is to be ingested exists.

  • An API key is available to authenticate Hevo on your PandaDoc account.

  • You are logged in as an Admin user, to obtain the API key. Else, you can obtain the access token from your administrator. Read User Types to know about the different types of user accounts and their related permissions.


Obtaining the API Key

The API key does not expire and can be reused for all your Pipelines. Hevo uses the API key to authenticate itself on your PandaDoc account.

Perform the following steps to create the API key:

  1. Log in to your PandaDoc account.

  2. In the Developer dashboard page, select the Configuration tab.

    Click-Configuration

  3. In the API keys section, hover over the Sandbox key field, and click Copy to obtain the API key. Use this key while configuring your Hevo Pipeline.

    API-keys


Configuring PandaDoc as a Source

Perform the following steps to configure PandaDoc as the Source in your Pipeline:

  1. Click PIPELINES in the Asset Palette.

  2. Click + CREATE in the Pipelines List View.

  3. In the Select Source Type page, select PandaDoc.

  4. In the Configure your PandaDoc Source page, specify the following:

    Source-config-page

    • Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.

    • API key: The API key that you created in your PandaDoc account.

  5. Click TEST & CONTINUE.

  6. Proceed to configuring the data ingestion and setting up the Destination.


Data Replication

Default Ingestion Frequency Minimum Ingestion Frequency Maximum Ingestion Frequency Custom Frequency Range (Hrs)
1 Hr 1 Hr 24 Hrs 1-24

Note: You must set the custom frequency in hours as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.

  • Historical Data: In the first run of the Pipeline, Hevo ingests all the historical data for all the objects except Documents and loads it to the Destination.

  • Incremental Data: Once the historical load is complete, all new and updated records for the Documents object are synchronized with your Destination as per the Ingestion frequency.


Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination database:


Data Model

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:

Object Mode Description
Contacts Full Load Contains the list of people within your workspace with whom you have communicated.
Contact Details Full Load Contains details of all the people within your workspace with whom you have communicated.
Content Library Items Full Load Contains details of the frequently used document content that can be stored and reused in the future.
Content Library Item Details Full Load Contains details of words or values that are used frequently in a document, and which can be stored and reused in the future.
Documents Incremental Contains details of all the statuses associated with documents.
Document Details Full Load Contains details of all the information about a document, such as, name, completion status and more.
Documents Folder Full Load Contains details of all the folders in which your documents are stored.
Forms Full Load Contains details of all the documents which allows you to collect information about your website visitors, such as their name and email address. For example, a subscription form, in which users may provide their name and email address to sign up for your newsletter.
Members Full Load Contains details of all the users who are given access to workspaces, projects, and tasks in your PandaDoc account.
Member Details Full Load Contains details about all the Members in your PandaDoc account.
Templates Full Load Contains details of all the pre-defined document layouts.
Template Details Full Load Contains details of all information about the template, such as, name, IDs, tags and more.
Templates Folder Full Load Contains the list of all the folders in which your templates are stored.

Source Considerations

  • Pagination: Each API response for each a PandaDoc object fetches one page, with up to 100 records per page.

  • Rate Limit: PandaDoc imposes a limit of a maximum of 2000 API calls per minute to ensure that their system remains stable for usage by all users.


Limitations

  • Hevo currently does not support deletes. Therefore, any data deleted in the Source may continue to exist in the Destination.

  • Hevo does not provide you with the option to select the duration for loading historical data. All the historical data in your PandaDoc account is loaded when the Pipeline runs for the first time.


Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Dec-19-2022 2.04 New document.

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