The PandaDoc integration connects Jet Admin to your PandaDoc account, so you can generate documents, send them for signature, and track status directly from a Jet Admin app. It's a way to turn quotes, proposals, and contracts into an automated step in a larger workflow instead of a separate manual task.

Once connected, PandaDoc documents can be joined to records in your own database, scoped by role, and routed through an approval step before a document is sent. Every action is recorded in Jet Admin's audit log alongside the rest of your app's activity.

Key benefits

• Document generation from your own data. Create a quote or proposal directly from a Jet Admin record.
• Status tracking in context. See where a document stands next to the deal or customer it relates to.
• Template reuse. Trigger existing PandaDoc templates from a Jet Admin action.
• Full audit trail. Every document sent through Jet Admin is logged.

How to connect Jet Admin with PandaDoc

1. In Jet Admin, go to Data Sources and select PandaDoc.
2. Authorize Jet Admin to access your PandaDoc account.
3. Choose the templates and folders Jet Admin should use.
4. Test the connection to confirm Jet Admin can create and send documents.
5. Build a table, form, or action in Jet Admin using your PandaDoc data.