TL;DR

Use API to integrate PandaDoc into your system. Create templates (they're cool) or upload a file. Doc creation endpoint is async (poll or use webhook to get status change). Send document once it's in the draft status. Implement retries for 409 error, and retries with proper backoff for 429 (rate limiting).

API is (mostly) REST, mostly /v1 (but some endpoints are /v2, we adding more of them). Use our OpenAPI to vibecode the PoC. Get a Sandbox API Key for tests (it's free but limited to prevent spam - no sending emails outside your domain). Sandbox is the same env, but different key.

Before going live, check out Limits, set up Workspaces (if needed). Our docs cover it all, use the search.

Ask support for a Production Key before going live. We charge for # of docs created, with discount on volume (talk to sales).

If you want to embed PandaDoc, we have options:

1. Embed the signing, or
2. Embed the whole editor (your users create docs or event templates). No licenses are needed for them, it's your account.

Both options allow white labeling.

If you have questions, feel free to contact support or Sales, they're great. We also have a Solution Engineering team who can help with implementation.