Overview
Background knowledge for understanding how PandaDoc works under the hood -- concepts, architecture, and design decisions that inform how you build with the API.
Document lifecycle and workflow
How API capabilities connect across the full document lifecycle -- from creation through signing and download.
The different ways to create documents (templates, file uploads, public URLs) and when to use each.
Why document creation is asynchronous, and how to use polling and webhooks to track when a document is ready.
Embedded experiences
Comparison of embedded editing, sending, and signing -- what each does and when to use it.
Trade-offs between shareable document links and embedded iframe sessions for delivering documents to recipients.
Cross-cutting concepts
When to use variables (static, set at creation) vs fields (interactive, filled by recipients). Applies across documents, templates, and CLIs.
Webhooks
Webhook architecture, event types, delivery model, payload structure, and retry behavior.
Account and organization
How PandaDoc structures accounts into organizations and workspaces, how API keys are scoped, and best practices for key ownership.
How to structure workspaces and folders when serving multiple teams, departments, or client companies.
How PandaDoc organizes documents and templates into separate folder hierarchies, and what folder operations the API supports.
Updated about 3 hours ago