Setup & Instructions 1. Generate Your PandaDoc API Key
Log in to your PandaDoc Dashboard at PandaDoc Developer Portal.
Go to API Settings and generate an API Key.
Copy the API Key and paste it into the plugin’s settings in your Bubble app.
2. Get All Documents
This action retrieves a list of all documents in your PandaDoc account, including their ID, name, status (Draft, Sent, Completed, etc.), and created date.

How to Use:
Trigger this action in a workflow (e.g., on page load or button click).
The output is a list of documents you can display in a repeating group.
Users can select a document ID from this list to send it for signing.
3. Retrieve a Document’s Signature URL
This action generates a secure URL that recipients can use to sign a document.

How to Use:
Ensure the document is in the "Draft" state.
Call the "Get Signature URL" action and input the document ID and recipient email.
The action returns a session URL that you can:
Redirect users to for signing.

Example Workflow in Bubble
🔹 Trigger: Button Click → "Get Signature URL" → Open External Website (session URL)

📌 Tip: You can also embed the document session using an iframe inside your app.

4. Reset Document (Revert to Draft)
If a document fails to be signed or needs modifications, you can reset it to Draft status and resend it.

How to Use:
Call the "Reset Document" action and provide the document ID.
This will revert the document to "Draft" status.
Once reset, you can modify the document in PandaDoc and resend it for signing.
Best Practices & Notes
🛠 Documents must be in "Draft" status before retrieving a signature URL.
🔁 If signing fails, use "Reset Document" to revert to draft and fix any issues.
🔐 Security Note: Ensure API keys are stored securely and not exposed to users.
📅 Lifetime of Signature URL: When retrieving a signing URL, set an appropriate lifetime to ensure the link does not expire too soon.
Example Use Cases
✅ Sales & Contracts → Retrieve signature URLs for quick deal closures.
✅ HR & Onboarding → Track and manage employee document signing.
✅ Legal Documents → Ensure documents can be modified and resent if necessary.

Demo: http://chakor-demo-4.bubbleapps.io/version-test/e-signature_pandadoc

Editor: https://bubble.io/page?id=chakor-demo-4&test_plugin=1739027454417x594397028132061200_current&tab=Design&name=e-signature_pandadoc&type=page