PandaDoc

PandaDoc service helps to create, approve, track, and eSign documents.

Basic structure of the document in the PandaDoc Application.

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As you can see from the above image that the single document contains a single or multiple Pricing Tables and each Pricing table can contain a single or multiple sections.

So in order to Create a document from a template in the Pandadoc application requires you to follow the steps given below.

• Generate a section item JSON(s)

If you want to use n section items then use this action n times and map Mapping Value from the response(Advance Response) of each action, in the pricing table JSON action in the field Sections separated by commas.

Section types
There are two types of sections in the pricing table:

1. Default sections won't have a section Header in the resulting document. Please set the "default" parameter as "true" to mark a section as default.
2. Non-default sections will have a Header and should be added with the "default": false option.

You can set a multiple-choice section in the "sections" description inside a JSON request body in the format: "multichoice_enabled": true. Use the parameter "multichoice_selected" set as true to select the row, while other rows should be deselected in the row description.

• Generate Pricing Table JSON(s)

Similar to the above step you have to use this action n time for n pricing table and map Mapping Value from the response(Advance Response) of each action, in the action Create Document in Pricing Table(s) fields separated by commas.

• Create Document

This is the final step that you have to follow and make sure you map the pricing table(s) JSON in the field Pricing Table(s).

Here is a reference video of Create Document action: