--- title: PandaDoc API Integration on Truto slug: pandadoc category: Cloud Storage canonical: "https://truto.one/integrations/detail/pandadoc/" --- # PandaDoc API Integration on Truto **Category:** Cloud Storage **Status:** Generally available ## Unified APIs ### Unified User Directory API - **Users** — The User object represents a User. ## How it works 1. **Link your customer's PandaDoc account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach PandaDoc.** The Proxy API is a 1-to-1 mapping of the PandaDoc API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Auto-generate proposals from your platform's deal data** — SaaS companies building CRMs or sales tools can let users trigger PandaDoc proposal creation directly from their app, injecting deal values like amounts, client names, and line items into branded templates — eliminating copy-paste and accelerating close rates. - **Embed document signing into your application's workflow** — Platforms in field service, healthcare, or HR can offer in-app signing experiences using PandaDoc's embedded sessions, so end users never leave your product to collect legally binding signatures from customers, candidates, or vendors. - **Sync document statuses back into your app in real time** — B2B SaaS products can listen for PandaDoc webhook events — like document viewed, signed, or declined — and reflect those statuses natively in their own UI, enabling users to act on document milestones without switching tools. - **Automate offer letter workflows for ATS and HRIS platforms** — HR tech platforms can map candidate data to PandaDoc templates so recruiters generate offer letters with a single click, and upon signature the signed PDF is automatically archived to the employee's profile. - **Populate pricing tables from your product's catalog or estimates** — Vertical SaaS platforms with quoting or invoicing features can push line items, quantities, discounts, and taxes directly into PandaDoc pricing tables, producing polished proposals that stay in sync with the source of truth. ## What you can build - **One-click document generation from app records** — Let users select a PandaDoc template, auto-map your platform's data fields to PandaDoc tokens, and generate a ready-to-send document without leaving your product. - **Real-time document status dashboard** — Surface live PandaDoc document states (Draft, Sent, Viewed, Completed, Declined) inside your app's native UI by consuming webhook events. - **Embedded in-app signing experience** — Generate PandaDoc embedded signing sessions so your end users' recipients can sign documents directly within your product's portal or mobile app. - **Signed PDF auto-archival to records** — Automatically download the finalized signed PDF when a document is completed and attach it to the relevant record in your platform — deal, employee profile, or project. - **User directory sync via Unified API** — Use Truto's Unified User Directory API to read PandaDoc workspace users, enabling your platform to map document ownership, manage permissions, and display sender identities natively. - **Dynamic pricing table injection from line items** — Push your app's estimate or invoice line items — including optional selections, quantities, and discounts — directly into PandaDoc pricing tables for interactive, client-facing proposals. ## FAQs ### What Truto Unified APIs are available for PandaDoc today? PandaDoc is currently supported under Truto's Unified User Directory API, which covers reading users from PandaDoc workspaces. Additional tools and unified API coverage (documents, templates, webhooks) are built on request — contact Truto to scope your specific workflow needs. ### How does authentication work for PandaDoc through Truto? PandaDoc supports OAuth 2.0 for third-party integrations. Truto manages the full OAuth flow — token acquisition, refresh, and secure storage — so your end users connect their PandaDoc accounts with a simple authorization prompt and you never handle credentials directly. ### Does PandaDoc have API rate limits I should be aware of? Yes. PandaDoc enforces rate limits on its API that vary by endpoint and plan tier. Truto handles retry logic and rate-limit awareness so your integration gracefully manages throttling without dropping requests. ### Can I access PandaDoc template tokens and roles via the integration? PandaDoc's API exposes template details including tokens (merge variables) and recipient roles. While specific Truto tools for templates are built on request, this data is available through PandaDoc's API and Truto can proxy or unify access to it for your use case. ### What happens if my customer's PandaDoc plan doesn't include API access? PandaDoc API access is available on their Business and Enterprise plans. If an end user is on a lower-tier plan, API calls will be rejected by PandaDoc. Truto surfaces these errors clearly so you can guide users to upgrade their PandaDoc subscription. ### Can Truto support PandaDoc webhooks for real-time event handling? PandaDoc offers webhooks for events like document state changes and PDF readiness. Truto can be configured to receive and normalize these webhook payloads as part of a custom integration build — reach out to discuss your specific event-driven workflow requirements.