Connectors

PandaDoc

Connecting PandaDoc to PYLO, what it brings and how to tell it is working.

Read as MarkdownGenerated from PYLO's live description of itself.

PandaDoc connects to PYLO so that:

• A lead's contract moves to sent, viewed and signed on its own as the document does, with a link to it in PandaDoc.
• Contracts sent and signed in a period, and the share signed.

Connecting

PandaDoc connects by an address PYLO gives you, which the tool posts to. Open Settings, then Integrations, then PandaDoc.

1. Create the address below and copy it.
2. In PandaDoc, open Settings, then Integrations, then Webhooks, and add a subscription. Paste the address as the endpoint and tick Document state changed.
3. Send one document to a lead PYLO already has. This page says connected when its first event arrives.

Before you start: PYLO reads this platform's deliveries as its documentation describes them, and has not yet seen a live one. Send one test document after setting up, and check the lead's contract moves.

What PYLO reads

• Each document's status: sent, viewed, completed, declined or voided
• The recipients' email addresses, to find the lead

It does not read:

• The document's contents or pricing table
• Documents sent before the address was set up
• A recipient who is not already a lead in PYLO

PandaDoc's own documentation: https://developers.pandadoc.com/reference/on-document-status-change