Using PandaDoc

Practical guide for working with PandaDoc documents, templates, and e-signatures through Fp Switchboard.

Quick Tips

• After creating document, POLL until status is document.draft before sending
• Variables use SQUARE BRACKETS [Variable.Name], NOT {{variable_name}}
• Role names MUST match template exactly (case-sensitive)
• Documents are “sealed” after sending — content cannot be modified
• Authorization header: API-Key {key} NOT Bearer

Common Gotchas

Poll Before Sending Critical

Documents start in document.uploaded status. Must wait for document.draft (3-5 seconds) before sending.

	Example
Wrong	Create document → immediately send
Correct	Create document → poll status → wait for document.draft → send

Error: 404 when trying to send too early

Variable Syntax is Square Brackets Critical

PandaDoc uses [Variable.Name] format, not curly braces.

	Example
Wrong	tokens: [{ "name": "{{Company.Name}}", "value": "Acme" }]
Correct	tokens: [{ "name": "Company.Name", "value": "Acme" }]

Case-Sensitive Role Names Critical

Recipient roles must match template exactly, including case.

	Example
Wrong	role: "client"
Correct	role: "Client"

Error: Role not found in template

Documents Sealed After Sending Important

Once sent, document content cannot be modified. Only status changes are allowed. Make all content changes before sending.

Multi-Step Patterns

Create and Send Document

1. POST /documents to create (returns immediately with uploaded status)
2. Poll GET /documents/{id} until status is document.draft
3. POST /documents/{id}/send to send to recipients

ID Format Reference

ID Type	Format	Example
Document ID	22-char alphanumeric	XHjv8z3SfDuTseFSnhprML
Template UUID	UUID format	a1b2c3d4-e5f6-7890-abcd

Caution

Use template_uuid, not template_id, when referencing templates. They are different identifiers.

Example Prompts

• “Create a proposal from the consulting template”
• “List my PandaDoc documents”
• “Send the contract to john@acme.com for signature”
• “Check the status of the pending agreement”
• “List available document templates”

Rate Limits

Plan	Limit
Business	60 requests/minute
Enterprise	Higher limits available