# Pandadoc

## Overview

The tray.io PandaDoc connector allows you to create and send templated documents in PandaDoc.

## Authentication

When using the Pandadoc connector, the first thing you will have to do is click on 'New Authentication' in the step editor:
![add-auth](https://tray.ai/documentation/images/connectors/service/pandadoc/7bdba3cb-550b03d3_../../../../../images/add-auth.png)
Ensure you allow Tray read and write access to fully utilise our connector. The Authentication Title will be automatically generated:
![pandadoc-auth](https://tray.ai/documentation/images/connectors/service/pandadoc/7bdba3cb-fe10d0e6_pandadoc-auth.png)

## Available Operations

The examples below show one or two of the available connector operations in use.
Please see the [Full Operations Reference](#operationsFull) at the end of this page for details on all available operations for this connector.

## Note on operation usage

### Formatting your Input

> **Warning:** **API LIMITATIONS**: The input for the Pandadoc connector must be formatted in a specific way.

It is important to format your input fields correctly when working with Pandadoc. This is especially true when working with the 'List helper'.
The existing implementation signals a type error when you give a list type for sections, which prevents drag and drop connections within the 'List helper' from working correctly.
Please see the following [Pandadoc documentation](https://developers.pandadoc.com/docs/create-doc-from-sheet-example) page for more details on how to correctly format your Pandadoc input fields.

### Template uuid

The ID of a template you want to use. You can copy it from an in app template url such as <https://app.pandadoc.com/a/#/templates/&#123;ID&#125;/content>. A template ID is also obtained by listing templates.

## Example

The following workflow has been created using a Manual Trigger and three operations from the PandaDoc connector.
Use the **List templates** operation to return an array of templates in your PandaDoc account (note we have switched to the **Debug** tab to view the output):
![pandadoc-list-templates](https://tray.ai/documentation/images/connectors/service/pandadoc/7bdba3cb-9a348a25_pandadoc-list-templates.png)
Use the **ID** field returned in the results as the **Template uuid** property in the **Create document from template** operation:
![create-document-from-template](https://tray.ai/documentation/images/connectors/service/pandadoc/7bdba3cb-2d2a5f5f_create-document-from-template.png)
Use the **ID** field returned in the results of the **Create document from template** operation to query the **Get document status** operation to check whether the document was created:
![pandadoc-get-document-status](https://tray.ai/documentation/images/connectors/service/pandadoc/7bdba3cb-38b47aa6_pandadoc-get-document-status.png)
The **status** field returned in the results should read 'document.draft' if the document was successfully uploaded and created.