Create a PandaDoc template document
Approval-gated PandaDoc document creation workflow. It reads one template for context, then creates one document from that template through recued-core.pandadoc.document.create_from_template using supplied recipients, tokens, fields, metadata, and tags. It does not upload files, create templates, send the document, download files, create embedded sessions, mutate folders, delete, or call arbitrary PandaDoc endpoints.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (10 steps)
template_id
trim
Trim whitespace from setting template id
document_name
trim
Trim whitespace from setting document name
reason
trim
Trim whitespace from setting reason
template
?
recipient_count
count
Count items in setting recipients
has_name
compare
Check if document name has data
has_recipients
compare
Check if recipient count is greater than 0
ready_to_create
all
Check if all conditions are true
document
?
skip: step.ready_to_create not_equal true
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
tags
setting
=
fields
setting
=
[object Object]
reason
setting
=
tokens
setting
=
metadata
setting
=
[object Object]
pandadoc
setting
=
recipients
setting
=
template id
setting
=
document name
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.