Use “Create a PandaDoc template document” in Recued. It runs the PandaDoc document creation workflow with approval before changes are made.

How it works 10 steps

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 recued-core.pandadoc.template.read

Read template on pandadoc

■ 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 recued-core.pandadoc.document.create_from_template

Create from template document on pandadoc

skip: step.ready_to_create not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json document.result

Settings 8 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

tags setting =

fields setting = [object Object]

reason setting =

tokens setting =

metadata setting = [object Object]

recipients setting = [object Object]

template id setting =

document name setting =